Stephen Mitchell is a CFA-designated registered investment advisor at Esl Newco I, LLC, based in Pittsford, NY, with 10 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 602 clients with $4.8B 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 | 0.90% |
| $500K - $2.0M | 0.60% |
| $2.0M - $10.0M | 0.40% |
| $10.0M - $50.0M | 0.35% |
| $50M+ | 0.30% |
Fees may be negotiable. Clients may be charged a minimum management fee.
Fee Estimator
Location
120 Office Park Way, Pittsford, NY, 14534
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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
Esl Newco I, LLC
Previous Registrations
Alesco Advisors LLC
Novem Group
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Cetera Advisors LLCBroker
State Registrations1 state
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