Mitchell Baldridge is a CFP-designated registered investment advisor at Crestridge Wealth Advisors, LLC, based in Houston, TX, with 5 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 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $50.0M | 0.65% |
| $50.0M - $100.0M | 0.60% |
| $100M+ | 0.60% |
Fees are negotiable for accounts over $100,000,001.
Fee Estimator
Location
1334 Brittmoore Road, Suite 2604, Houston, TX, 77043
Get directionsHistory
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 certified public accountant, owner, and Managing Partner of Baldridge CPA, a full-service CPA firm. The services provided through Baldridge CPA are separate and distinct from the services of Baldridge Financial.
Employment History
Current Registrations
Crestridge Wealth Advisors, LLC
Previous Registrations
Baldridge Financial 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.