Mitchell Eaton is a registered investment advisor at Legacy Wealth Advisors, LTD., based in Phoenix, AZ, with 3 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Wealth Advisors charges a percentage of your portfolio each year, ranging from 0.5% to 2%. The fee is calculated based on the value of your account at the end of the previous quarter and is paid quarterly. Cash in your account is included in the calculation only if it's part of an investment strategy. Financial planning is included as part of asset management.
Location
4745 North 7th Street, Suite 430, Phoenix, AZ, 85014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Legacy Wealth Advisors, LTD.
State Registrations1 state
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