Mitchell Struthers
Mitchell Struthers is a CFA-designated registered investment advisor at Desmond Wealth Management, INC., based in Walnut Creek, CA, with 8 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 75 clients with $120M 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts greater than $10,000,000.
Fee Estimator
Location
1850 Mt. Diablo Boulevard, Suite 630, Walnut Creek, CA, 94596
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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 Activities
Mitchell is a sole proprietor providing tax, consulting, and CPA services since October 2021, and CFO of Struthers Family Operating Company LLC, a real estate rental business since January 2001. Both activities take a few hours per week and do not occur during securities trading hours.
Employment History
Current Registrations
Desmond Wealth Management, INC.
State Registrations1 state
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