Elizabeth Mitcham
Elizabeth Mitcham is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Pell City, AL, with 3 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
1000 Forrest Place Suite 3, Pell City, AL, 35128
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth is doing business as Mitcham Financial and is an IAR affiliation with CIRA, spending nearly full-time on these activities. She also owns a retail sales/distribution business and a marketing business, dedicating a few hours per week to each.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
SA Stone Wealth Management INC.Broker
State Registrations1 state
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