Austin Mitchell
Austin Mitchell is a registered investment advisor at Maverick Thomas Capital, based in Bolingbrook, IL, with 2 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.70% |
| $50K - $250K | 1.45% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.90% |
Fees are generally negotiable. Financial planning is included at no extra charge for portfolio management clients.
Fee Estimator
Location
Bolingbrook, IL
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
Austin sells non-variable insurance products, including fixed life and fixed annuities.
Employment History
Current Registrations
Maverick Thomas Capital
Previous Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
State Registrations2 states
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
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