Mitchell Brown is a registered investment advisor at Harmon Financial Advisors, INC., based in Ridgeland, MS, with 16 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 8 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M+ | 0.80% |
Fees are negotiable for accounts over $2,500,000.
Fee Estimator
Location
735 Avignon Drive, Suite 1, Ridgeland, MS, 39157
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Mitchell is the owner and sole proprietor of Brown CPA, PLLC, offering accounting, tax preparation, controller activities, and financial services. This takes about a quarter of his time.
Employment History
Current Registrations
Harmon Financial Advisors, INC.
Previous Registrations
H.D. Vest Advisory Services, INC
State Registrations1 state
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.