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Joiya Mitchell

Strategic Advisers LLC
19 Years of Experience
Sausalito, CA
2 DisclosuresBroker
View SEC Summary
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Joiya Mitchell is a registered investment advisor at Strategic Advisers LLC, based in Sausalito, CA, with 19 years of industry experience. Joiya is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Sausalito, CA

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
September 2025
Financial
February 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Joiya is a board member of Marin City Health and Wellness Center, a health center for women. She attends monthly meetings and offers opinions on healthcare options, dedicating minimal time to this activity.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
September 2015 - Present · 11 yrs 1 mo
Fidelity Brokerage Services LLCBroker
September 2015 - Present · 11 yrs 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
September 2015 - July 2018 · 2 yrs 10 mos
Scottrade, INC.Broker
July 2014 - October 2014 · 3 mos
E*trade Capital Management, LLC
October 2013 - May 2014 · 7 mos
E*trade Securities LLCBroker
September 2006 - May 2014 · 7 yrs 8 mos
State Registrations20 states
AZCACTFLHIIDINMAMDMIMNMTNCNJNMNVNYTNTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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