Advisor at Mitz Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mitz Wealth Management, LLC
Location
Pasco, WA
Credentials
CFP®, ChFC®, Series 63
Industry experience
23 years
Ian Mitz is a CFP® and ChFC® with 23 years of industry experience. He is the sole advisor at Mitz Wealth Management, LLC, an independent firm he founded in 2016. Prior to this, he worked at Northwestern Mutual in various roles from 2001 to 2019. He may earn commissions from insurance companies for the sale of non-variable life, health, annuity, and disability income insurance products. Mitz Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals and high-net-worth clients. The firm’s investment approach blends active and passive funds using strategic asset allocation informed by multiple analysis methods and systematic rebalancing.
Based on Mitz Wealth Management, LLC
Fixed fees for comprehensive financial planning typically range from $2,400 to $7,200
$0 - $250,000: 1.25% annually $250,001 - $500,000: 0.80% annually $500,001 - $1,000,000: 0.70% annually $1,000,001 - $2,500,000: 0.60% annually $2,500,001 - $5,000,000: 0.40% annually $5,000,001+: 0.20% annually
$300/hour for advisor activities, $150/hour for others (e.g., administrative tasks)
Pasco, WA
Washington
Mitz Wealth Management, LLC
2016 - Present (10 years)
Northwestern Mutual Investment Management
2008 - 2016 (8 years)
Northwestern Mutual Investment Management
2002 - 2019 (17 years)
NORTHWESTERN MUTUAL LIFE Insurance Company
2001 - 2019 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Series 65
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DeLeon Wealth LLC
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