Mitchell Smith
Mitchell Smith is a registered investment advisor at First Nebraska Financial Services, based in North Platte, NE, with 15 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 468 clients with $410M 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% |
| $1M+ | 1.00% |
Fees above $1,000,000 are negotiable. Clients also pay a separate administrative fee to Focus Partners Advisor Solutions (FPAS).
Fee Estimator
Location
202 W. 2nd St., North Platte, NE, 69101
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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 works as an advisor for First Nebraska Financial Services, dedicating nearly full-time hours to meeting with existing clients. He is also a partner and financial advisor at First Nebraska Advisory, LLC, spending about a quarter of his time in this role.
Employment History
Current Registrations
First Nebraska Financial Services
Osaic Wealth, INC.Broker
Previous Registrations
Oppenheimerfunds Distributor, INC.Broker
National Planning CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations24 states
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