Lee Mitchell is a CFP-designated registered investment advisor at Edward Jones, based in Laurel, MS, with 23 years of industry experience. Lee is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
1317 Hwy 15 North Ste C, Laurel, MS, 39440
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Regulatory History (1)
Customer Dispute
November 2012Other Business Activities
Lee is the owner of Falcon Asset Management LLC since 2016, spending minimal time on the business. He collects rent from a renter once per month.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations16 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.
Exams
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