Mitchell Friedemann
Mitchell Friedemann is a CFP-designated registered investment advisor at Sunbelt Securities, based in Houston, TX, with 10 years of industry experience. Mitchell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 6,241 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum fee is 2.50% of assets under management, charged monthly. Fees are negotiable.
Fee Estimator
Location
2700 Post Oak Blvd, Ste 1700, Houston, TX, 77056
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 ActivitiesSells Insurance
Mitchell is a registered representative with TFG Investment Group and a tax preparer with Thorn Financial Group LLC, dedicating full-time hours to each during their respective peak seasons. Additionally, Mitchell works as an insurance agent selling life insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Sunbelt Securities
Sunbelt Securities, INC.Broker
Previous Registrations
LPL Financial LLCBroker
State Registrations10 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
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