Mitchell Everett
Mitchell Everett is a registered investment advisor at Kestra Advisory Services, LLC, based in Medina, TN, 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 Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
503 West Church Street, PO Box 160, Medina, TN, 38355
Get directionsHistory
Regulatory History (1)
Criminal
July 2007Other Business ActivitiesSells Insurance
Mitchell is a financial advisor and general partner at Everett Wealth Management, conducting registered rep activities, insurance consultation, and investment advisory services, dedicating nearly full-time hours. He also works as a financial advisor for Kestra Advisory Services, LLC, also dedicating nearly full-time hours, and is a board member for Menistry, spending minimal time.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations36 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.