Mitchell Bodenmiller is a CFA-designated registered investment advisor at Waverly Advisors, LLC, based in Dayton, OH, with 7 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 13 more. Their firm serves 13,689 clients with $30B 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 | 1.50% |
Fees range from 0.25% to 1.50% annually, applied as a flat or declining marginal rate. Certain equity and options strategies carry an additional 0.25% annual fee. Fees are negotiable.
Fee Estimator
Location
6856 Loop Rd., Dayton, OH, 45459
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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 the Membership Chair for the Dayton CFA Society, a professional organization, dedicating minimal time. Mitchell also serves on the Board of Directors for the Centerville Noon Optimists service club, also dedicating minimal time.
Employment History
Current Registrations
Waverly Advisors, LLC
Previous Registrations
Buckingham Capital Management, INC.
Newedge Advisors
Newedge Securities, INC.Broker
Mid Atlantic Financial Management, INC.
Westminster Financial Advisory CORP
Tudor Financial, INC.
Westminster Financial Securities, INC.Broker
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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- Bradley Griffith, CFPWaverly Advisors, LLC
- Michael Hays, CFPWaverly Advisors, LLC