Todd Mitchell is a registered investment advisor at Ac Wealth Partners, based in Somers, CT, with 19 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 176 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AC Wealth Partners is compensated by receiving a percentage of your portfolio or a minimum fixed fee. The expected range of asset-based fees is between 0.10% and 0.40% per year. Fees are negotiated in advance and specified in a written agreement. For financial planning services provided under the AC Private Wealth solution, you will not be charged any additional fees.
Location
Somers, CT
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Regulatory History (1)
Criminal
February 2002Employment History
Current Registrations
Ac Wealth Partners
Previous Registrations
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Orion Portfolio Solutions, LLC
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State Registrations2 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.