How does the advisor help clients – Key Takeaways:
TS. Mitchell Financial, LLC is a financial advisory firm that specializes in providing comprehensive financial planning and investment management services to individuals, families, and small business owners. With years of experience in the industry, the team at TS. Mitchell Financial, LLC has established itself as a trusted and knowledgeable source of financial guidance for its clients.
Facts and Insights
As of 2020, TS. Mitchell Financial, LLC manages over $50 million in assets for its clients. The firm has a team of 3 experienced and dedicated advisors, each with a unique set of skills and expertise to meet the diverse needs of their clients. Being in business since 2015, TS. Mitchell Financial, LLC has built a strong reputation for providing personalized and tailored solutions to help clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2015 | $50 million | 3 |
Financial Services Offered
TS. Mitchell Financial, LLC offers a wide range of financial services to its clients. These services include but are not limited to:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
TS. Mitchell Financial, LLC serves a diverse clientele, including:
- Individuals
- Families
- Small business owners
Fees & Compensation
TS. Mitchell Financial, LLC operates on a fee-only basis, meaning their compensation is solely from the fees paid by their clients. This ensures that their advice is not influenced by any commissions or product sales, and they always act in the best interest of their clients.
Background
The team at TS. Mitchell Financial, LLC has extensive experience and knowledge in the financial industry. They hold various professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise, combined with their commitment to continuously learning and staying updated on industry trends, enables them to provide top-notch financial advice to their clients.
Financial Advisor Disclosures to Know
TS. Mitchell Financial, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). As such, the firm follows all regulations and disclosures required by the SEC. Their advisors have a fiduciary duty to act in the best interest of their clients at all times.