Steven Kim Mitchell

Ele Advisory Services, INC

12 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Ele Advisory Services, INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

1,156 clients

Average Client Portfolio

$109K average

Assets Under Management

$125.5M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

18700 W. 10 Mile Road, Suite 100, Southfield, MI, 48075

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History

Regulatory History (1)

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Customer Dispute

November 2018

Denied

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Other Business ActivitiesSells Insurance

Steven is a financial advisor/agent for Financial Wealth Solutions Inc. (marketing) and 1st Consumer Insurance Agency Inc. (insurance sales), dedicating a few hours per week and about 10-20% of his time respectively. He also works as a financial advisor for ELE Advisory Services, Inc., taking about half of his time.