Jeffrey Mitchell is a CFA, CFP-designated registered investment advisor at Usi Advisors, based in Woburn, MA, with 3 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,340 clients with $49B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
USI Advisors provides investment advice and consulting services, primarily to institutional clients. Fees for these services are negotiated. Clients can pay via a "hard-dollar" fee (flat or percentage of assets) or indirectly through certain investment/insurance products. In some cases, affiliates of USI Advisors may receive compensation from third parties, which can be used to offset the advisory fee. USI Advisors may recommend a sub-advisor, whose fees are paid by USI Advisors.
Location
12 Gill Street, Suite 5500, Woburn, MA, 01801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Usi Advisors
Previous Registrations
Fiducient Advisors LLC
Empower Financial Services, INC.Broker
State Registrations1 state
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