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Chase Withrow

Mighty Oak Management LLC
10 Years of Experience
Marietta, GA
1 Disclosure
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Chase Withrow is a registered investment advisor at Mighty Oak Management LLC, based in Marietta, GA, with 10 years of industry experience. Chase operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 45 clients with $15M in assets under management.

Mighty Oak Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
45 clients
Average Client Portfolio
$333K average
Assets Under Management
$15.0M

Fee Structure

Mighty Oak Management charges fees based on a percentage of the assets they manage for you, as well as offering financial planning and consulting services. Specific fee percentages and schedules are detailed in their primary regulatory filing (Part 2A). Account minimums may apply depending on the custodian.

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Location

Marietta, GA

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History

Regulatory History (1)
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Customer Dispute
March 1999
Settled
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Employment History
Current Registrations
Mighty Oak Management LLC
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Titan Advisors
March 2014 - December 2021 · 7 yrs 9 mos
State Registrations2 states
CTGA
Advisor

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
No exam information available for this advisor.
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