Kara Mitchell
Kara Mitchell is a registered investment advisor at Advisor Share Wealth Management, LLC, based in Everett, WA, with 8 years of industry experience. Kara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,521 clients with $380M 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 | 1.90% |
Fees are individually negotiated and generally range from 0.50% to 1.90% of assets under management. A $30 annual technology fee also applies per account.
Fee Estimator
Location
Everett, WA
Get directionsHistory
Regulatory History (1)
Judgment / Lien
January 2026Other Business ActivitiesSells Insurance
Kara is the President/Owner of GoldenCrest Consulting, a lead generation and business consulting firm, dedicating about 10-20% of her time. Kara is also President of Goldencrest Financial, selling fixed annuities, life insurance, and long-term care insurance, which takes about half of her time.
Employment History
Current Registrations
Advisor Share Wealth Management, LLC
Previous Registrations
Horter Investment Management, LLC
Tucker Asset Management LLC
State Registrations1 state
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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