Mitchell Horst
Mitchell Horst is a registered investment advisor at Integrated Advisors Network LLC, based in Memphis, TN, with 20 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 7,433 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Advisors Network offers investment management services based on a percentage of your portfolio's value. The annual fee can be up to 2.95%, but the exact percentage depends on the specific investment options and the fee schedule of the advisor representative you work with. Fees are typically billed monthly or quarterly, either directly from your account or via invoice. There is a minimum portfolio value of $50,000 to use this service.
Location
6075 Poplar Ave., Ste. 406, Memphis, TN, 38119
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2015Customer Dispute
April 2009Customer Dispute
February 2009Customer Dispute
September 2008Other Business ActivitiesSells Insurance
Mitchell is the manager of Horst Wealth Management, LLC, and an advisory representative of a RIA. He is also an independent insurance agent for various independent insurance companies, dedicating minimal time to this activity.
Employment History
Current Registrations
Integrated Advisors Network LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Washington Wealth Management
Spire Securities, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Edward JonesBroker
State Registrations3 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.