Tomislav Mitevski is a registered investment advisor at 10th Mountain, LLC, based in Columbus, OH, with 10 years of industry experience. Tomislav operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 6 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee structures may be negotiated at the Company’s discretion.
Fee Estimator
Location
41 S. High Street, Suite 3500, Columbus, OH, 43215
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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.
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Tomislav is a director of Delaware County Bank, spending minimal time in meetings every other month. He is also EVP of DGD Group, Inc., a family holding company, dedicating full-time hours to this investment-related role.
Employment History
Current Registrations
10th Mountain, LLC
Previous Registrations
Fifth Third Securities, INC.
State Registrations1 state
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