TS. MITCHELL Financial offers financial advisory services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Services include investment strategy, personal investment policy, asset allocation, asset selection, risk tolerance, and regular portfolio monitoring. Financial plans cover investment, life insurance, tax, retirement, college, and debt/credit planning. TSMFLLC generally limits its investment advice to mutual funds and ETFs.
Assets Under Management$3M
Clients28
Advisors1
Avg. per Client$110K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.65% |
| $100K - $250K | 1.50% |
| $250K - $400K | 1.35% |
| $400K - $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable. TSMFLLC may also charge a one-time initial consulting fee of up to 1% upon the initial investment in an account, and upon any additional investment in an account of $2,000 or more.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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