David Mittelman is a CFP-designated registered investment advisor at Mittelman Jones Tax & Wealth, based in Winston Salem, NC. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Mittelman Jones Tax & Wealth's investment management fees are based on a percentage of the total value of your investments. The percentage you pay depends on the size of your portfolio. The fee is assessed using a cliff structure, meaning that once assets exceed a given tier, the entire portfolio is billed at the new, lower rate. Here's a summary of the fee schedule:
- $100,000-$249,999: 2.00% per year
- $250,000-$499,999: 1.75% per year
- $500,000-$749,999: 1.50% per year
- $750,000-$999,999: 1.25% per year
- $1,000,000-$1,999,999: 1.00% per year
- $2,000,000-$2,999,999: 0.90% per year
- $3,000,000-$3,999,999: 0.80% per year
- $4,000,000-$4,999,999: 0.70% per year
- $5,000,000-$5,999,999: 0.60% per year
- $6,000,000+: 0.50% per year
Fees are deducted from client accounts quarterly and in advance.
Location
1495 Rymco Dr, Ste 103, Winston Salem, NC, 27103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mittelman Jones Tax & Wealth
State Registrations1 state
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