Mitchell Fisher
Mitchell Fisher is a CFP-designated registered investment advisor at Pacific Sun Financial CORP, based in Aliso Viejo, CA, with 18 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 382 clients with $290M 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 $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
95 Argonaut, #105, Aliso Viejo, CA, 92656
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2010Customer Dispute
October 2006Other Business ActivitiesSells Insurance
Mitchell is an insurance agent since 2011, selling fixed life insurance products. He also does promotional work and interviews as an author, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Pacific Sun Financial CORP
Previous Registrations
National Asset Management, INC.
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.