William Mitchell is a registered investment advisor at Newedge Advisors, based in San Diego, CA, with 17 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
16855 W. Bernardo Dr., Suite 310, San Diego, CA, 92127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is an Investment Advisor Representative with NewEdge Advisors, LLC, doing business as Mitchell Financial Management. This activity is investment-related and began in September 2023.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Goldman Sachs & CO. LLCBroker
Goldman Sachs Personal Financial Management
Altegris Investments, INC.Broker
Midamerica Financial Services, INC.Broker
Hedgeco Securities, LLCBroker
Andrew Garrett INC.Broker
The Concord Equity Group, LLCBroker
Hedgeco Securities, LLCBroker
Puritan Securities, INC.Broker
Vestpoint Securities, INC.Broker
Assent LLCBroker
Broadway Trading, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.