Mitchell Pruitt
Mitchell Pruitt is a CFP-designated registered investment advisor at Pruitt Richmond Wealth Management LLC, based in Estero, FL, with 2 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. Their firm serves 21 clients with $3.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.25% |
| $5M+ | 0.10% |
Fees are negotiable.
Fee Estimator
Location
19910 S Tamiami Trail, Suite D, Estero, FL, 33928
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 ActivitiesSells Insurance
Mitchell is a CPA for Pruitt Cordell and Associates. Although he is a licensed insurance agent, he will not offer or sell insurance products to Pruitt Richmond Wealth Management clients.
Employment History
Current Registrations
Pruitt Richmond Wealth Management 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.