Marvin Mitchell
Marvin Mitchell is a registered investment advisor at Compass Retirement Group LLC, based in St. Louis, MO, with 18 years of industry experience. Marvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 766 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Retirement Group offers investment management services where clients are billed an all-in fee that includes CRS's investment advisory fee, Orion Portfolio Solutions' platform fee, model manager fees (if applicable), and ETF strategist fees (if applicable). The CRS investment management fee ranges from 0.65% to 1.50% annually. Orion Platform Solution fees range from 0.20% to 1.00%. Fees are calculated as a percentage of assets under management based on the average daily balance and deducted monthly in arrears. CRS may negotiate alternative fees on a client-by-client basis.
Location
10326 Old Olive Street Road, St. Louis, MO, 63141
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Regulatory History (1)
Regulatory
April 2021Other Business ActivitiesSells Insurance
Marvin is an agent at Compass Retirement Solutions LLC, selling life, disability, annuities, and equity indexed annuities since 2013. This takes about 10-20% of his time.
Employment History
Current Registrations
Compass Retirement Group LLC
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
Edward Jones
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.