How does the advisor help clients – Key Takeaways:
When it comes to wealth management, having a knowledgeable and experienced financial advisor by your side can make all the difference. Mitchell & Pahl Private Wealth is a trusted name in the industry, offering top-notch financial services to help individuals and families secure their financial future.
Facts and Insights
With a team of experienced and dedicated advisors, Mitchell & Pahl Private Wealth has a track record of successfully helping clients create and implement customized financial plans that align with their unique goals and risk tolerance. The firm takes a holistic approach to wealth management, offering a wide range of financial services to cater to all aspects of a client’s financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $250 million | 10 | 20 years |
Financial Services Offered
Mitchell & Pahl Private Wealth offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, and insurance services. The firm also provides specialized services for business owners, such as succession planning and employee benefits management.
Client Types
The firm caters to a diverse clientele, including high-net-worth individuals, families, and business owners. Mitchell & Pahl Private Wealth takes a client-centered approach, tailoring its services to meet the unique needs and goals of each individual or family.
Fees & Compensation
Mitchell & Pahl Private Wealth operates on a fee-only basis, meaning the firm does not receive any commissions or kickbacks on investments. This ensures that the advisors have their clients’ best interests in mind, aligning with the fiduciary standard. Fees are based on a percentage of assets under management, with detailed fee disclosure and transparency.
Background
Mitchell & Pahl Private Wealth was founded in 2001 by financial advisors, John Mitchell and Sarah Pahl. The firm has since grown to a team of 10 experienced advisors and has successfully managed over $250 million in assets for its clients. The firm is headquartered in Chicago, Illinois and serves clients nationwide.
Financial Advisor Disclosures to Know
Mitchell & Pahl Private Wealth is a registered investment advisor, and all of its advisors hold appropriate credentials and qualifications. The firm has no legal or regulatory disclosures and has a clean disciplinary record.