Stephen Mitchell
Stephen Mitchell is a registered investment advisor at Centaurus Financial, INC., based in Tallahassee, FL, with 17 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
2100 Fleischmann Road, Tallahassee, FL, 32308
Get directionsHistory
Regulatory History (1)
Criminal
May 2002Other Business Activities
Stephen runs and manages a local community research project called Tallahassee Economic Index, dedicating a few hours per week. He also acts as a service coordinator for First Franklin Financial for branding purposes, spending about half his time on this activity.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
State Registrations16 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.