Allison Mitchamore
Allison Mitchamore is a CFA-designated registered investment advisor at Wealthwise Financial Solutions, LLC, based in Snellville, GA, with 19 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 43 clients with $44M 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 $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Investment Management fees are negotiable. There is a minimum quarterly investment management fee of $250.00 ($1,000 annually). The account minimum may also be waived based on other criteria and at the sole discretion of the Firm.
Fee Estimator
Location
Snellville, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Allison is employed by Bellsouth Corporation as Director, General Ledger, managing a team of accountants. She is also registering a new firm to offer financial planning services.
Employment History
Current Registrations
Wealthwise Financial Solutions, LLC
State Registrations1 state
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