Mitchell Anderson is a registered investment advisor at Efinancial Alliance, LLC, based in Franklin, TN, with 14 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 104 clients with $230M 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 $100K | 1.95% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $10.0M | 0.65% |
| $10M+ | 0.50% |
The management fee is tiered. The fee is negotiable.
Fee Estimator
Contact
Mitchell Anderson
Location
106 Mission Court, Ste 703, Franklin, TN, 37067
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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 →Employment History
Current Registrations
Efinancial Alliance, LLC
Previous Registrations
Bolen Dodson & Associates
State Registrations1 state
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