Robert Mitchell
Robert Mitchell is a registered investment advisor at Tcp Asset Management, LLC, based in Thompson Station, TN, with 21 years of industry experience. Robert 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 2,221 clients with $1.2B 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 | 2.00% |
Fees are negotiable. Additional fees apply when using TCPAM models at Orion Portfolio Solutions or SEI (0.35%) or Pave Investment Advisors Sub-Advised Portfolios (0.40%).
Fee Estimator
Location
Thompson Station, TN
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2016Other Business ActivitiesSells Insurance
Robert is a wealth advisor at TCP Asset Management, a licensed insurance agent with Robert M Mitchell Jr Independent Insurance, and an associate at Riley Benefits and Investment Group. He also provides administration consulting services at Hyams and Associates and is president of Mitchell Capital Management Inc.
Employment History
Current Registrations
Tcp Asset Management, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Trendency Capital Management, LLC
Securities America, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations11 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.