Lemuel Mitchum
Lemuel Mitchum is a registered investment advisor at Burkett Financial Services, LLC, based in West Columbia, SC, with 19 years of industry experience. Lemuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 476 clients with $570M 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 - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable at the firm's discretion.
Fee Estimator
Location
3101 Sunset Blvd., West Columbia, SC, 29169
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Burkett Financial Services, LLC
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.
Exams
More Advisors
- Donald Burkett, PFSBurkett Financial Services, LLC
- Neil Brown, CFPBurkett Financial Services, LLC
- Matthew Fogle, CFPEdward Jones
- Frank Wall, CFPOsaic Wealth, INC.
- Jennifer Wilkes, ChFCState Farm Investment Management CORP.
- Joe Giltner, CFAAxio Consulting Group