Mitchell Poirier is a registered investment advisor at Smp Financial Planning, LLC, based in New York, NY, with 12 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 45 clients with $78M 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% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiable at the sole discretion of the firm. Certain clients may be offered a fixed rate fee schedule based on aggregate assets.
Fee Estimator
Location
New York, NY
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 →Employment History
Current Registrations
Smp Financial Planning, LLC
Previous Registrations
Novare Capital Management
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
PNC Investments
PNC InvestmentsBroker
State Registrations4 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.
Exams
More Advisors
- Dee-Ann Fox, CFPDee-Ann R. Fox, CFP
- Konstantin Fominykh, CFATenviz
- James Colavita, CFPGentrust
- Paul Bernardi, CFPCohen & Steers Capital Management INC.
- Peter Thomann, CFPBrave Eagle Wealth Management
- David Weigel, CFPWeigelfam