Christopher Mitchell
Christopher Mitchell is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Devon, PA, with 21 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Bala Financial Group, 208 Old Lancaster Road, Devon, PA, 19333
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2015Other Business ActivitiesSells Insurance
Christopher is a public notary, rental property owner, and involved with the Knights of Columbus. He is also an insurance broker selling life, annuities, long-term care, and disability insurance, dedicating a few hours per week, and works full-time as a financial advisor with Bala Financial Group selling securities and insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Vanguard Marketing CorporationBroker
State Registrations19 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.