MITCHELL GROUP DELAWARE LLC is a well-established financial advisory firm that is dedicated to providing expert financial advice to its clients. With a team of experienced advisors, MITCHELL GROUP DELAWARE LLC offers a wide range of financial services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice to clients
- Offers a wide range of financial services
- Dedicated to helping clients achieve their financial goals
Facts and Insights
MITCHELL GROUP DELAWARE LLC has been in business for over 15 years, and during this time, they have managed over $500 million in assets. As of 2021, they have a team of 10 advisors, each with years of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
| $500 million | 10 | Over 15 years |
Financial Services Offered
MITCHELL GROUP DELAWARE LLC offers a variety of financial services to its clients, including:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Education planning
Client Types
The firm caters to a diverse client base, including individuals, families, and businesses. They are committed to understanding the unique needs and goals of each client and creating personalized financial plans that align with their objectives.
Fees & Compensation
MITCHELL GROUP DELAWARE LLC operates as a fee-only advisor, meaning they do not earn commissions from the sale of financial products. Instead, they charge a percentage of the assets they manage, providing clients with transparent and unbiased financial advice.
Background
MITCHELL GROUP DELAWARE LLC was founded by John Mitchell, who has over 20 years of experience in the financial industry. He holds a Bachelor’s degree in Finance and is a Certified Financial Planner (CFP®). The firm’s team of advisors also has various industry certifications and advanced degrees, demonstrating their expertise in the field.
Financial Advisor Disclosures to Know
As a registered investment advisor, MITCHELL GROUP DELAWARE LLC is required to disclose any potential conflicts of interest to its clients. They have a fiduciary duty to act in the best interests of their clients and are committed to maintaining transparency in their business practices. Clients can access the firm’s Form ADV, which outlines all fees, services, and potential conflicts of interest.
In conclusion, MITCHELL GROUP DELAWARE LLC is a trustworthy and reputable financial advisory firm that puts its clients’ needs first. With a team of experienced advisors and a wide range of financial services, they are well-equipped to help clients achieve their financial goals.