Michael Mitchell is a registered investment advisor at Values First Advisors, INC., based in Greenville, IL, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 3 more. Their firm serves 967 clients with $220M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Primary schedule represents Schwab custodial accounts. Accounts held at Goldman Sachs Custody Solutions have separate allocation fees ranging from 0.40% to 1.25% plus sub-advisory and custodial fees. A $100 monthly minimum fee applies.
Fee Estimator
Location
Greenville, IL
Get directionsHistory
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
Michael works as a Product Manager for Eurofins Pharma Discovery Service since 2016, assessing drug safety and efficacy for pharmaceutical customers. This is his primary employment, taking up most of his time.
Employment History
Current Registrations
Values First Advisors, INC.
State Registrations1 state
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.
Exams
More Advisors
- Frank Snyder, ChFCCambridge Investment Research Advisors, INC.