Mitchell Chatfield
Mitchell Chatfield is a registered investment advisor at Lincoln Investment, based in Woodland Hills, CA, with 10 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
21800 Burbank Blvd, Suite 200, Woodland Hills, CA, 91367
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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 →Other Business ActivitiesSells Insurance
Mitchell is the President of the Covina-South Hills Kiwanis Club, a community service organization, and the CFO of Flores-Chatfield & Chatfield, Inc. DBA Chatfield Wealth Management, dedicating nearly full-time hours to the latter. Mitchell also acts as a referred partner for insurance referrals, but spends minimal time on this activity.
Employment History
Current Registrations
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
State Registrations7 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.