Mitchell Mortensen is a registered investment advisor at Heaton Financial, PC, based in St. George, UT, with 10 years of industry experience. Mitchell 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 358 clients with $110M 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 $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.75% |
Schedule shown is for Asset Allocation portfolios. Fees are negotiable. Fixed Income and Equity portfolios have different fee schedules.
Fee Estimator
Location
1224 S. River Road, Suite A103, St. George, UT, 84790
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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 →Other Business Activities
Mitchell is the owner and president of Spectra Group, Inc., a civil engineering firm. He spends a few hours per week on this activity, none of which occur during market hours.
Employment History
Current Registrations
Heaton Financial, PC
Previous Registrations
Cielo Investments
State Registrations1 state
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