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Mitchell Brewe

5 Years of Experience
Kirkland, WA
Broker

Mitchell Brewe is a registered investment advisor at RBC Capital Markets, LLC, based in Kirkland, WA, 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 Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

3760 Carillon Point, Kirkland, WA, 98033-7455

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Mitchell owns and manages a personal rental property since 2022. He dedicates a few hours per week to property management and landlord duties.

Employment History
Current Registrations
RBC Capital Markets, LLC
October 2020 - Present · 5 yrs 11 mos
RBC Capital Markets, LLC
September 2020 - Present · 6 yrs
RBC Capital Markets, LLCBroker
September 2020 - Present · 6 yrs
State Registrations42 states
AKAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPASCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.