Advisor at Mitchell Advisory Inc
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Firm
Mitchell Advisory Inc
Location
Reston, VA 20190
Credentials
CFP®, Series 63, Series 65
Industry experience
21 years
Mitchell Martin is a CFP® with 21 years of experience and the sole advisor at Mitchell Advisory Inc, an independent firm based in Reston, VA. He has led Mitchell Advisory since 1991. Outside of financial advising, he is a 50 percent owner and president of a bagel café managed by his wife, where he oversees the company’s finances. Mitchell Advisory Inc provides fee-only investment advisory and financial planning primarily to high-net-worth individuals and charitable organizations. The firm emphasizes asset allocation through a value-oriented approach using no-load mutual funds, ETFs, closed-end funds, and selective individual securities, managing approximately $69.5 million for a small client base.
Based on Mitchell Advisory Inc
Flat fee for financial planning and plan implementation services, based on estimated hours with 50% retainer; typical financial planning fees range from $2,000 to $5,000 depending on complexity.
$0 - $500,000: 0.25% (quarterly billing) or 0.375% (semiannual billing) $500,001 - $1,500,000: 0.20% (quarterly billing) or 0.30% (semiannual billing) $1,500,001+: 0.125% (quarterly billing) or 0.1875% (semiannual billing)
$350 per hour
Flat retainer fee for initial portfolio allocation of 0.5% or $500, whichever is greater; ongoing quarterly or semiannual investment management fees based on tiered percentages.
Account minimum: $500,000 Minimum fee: Minimum charge of $500 per quarter or $2,000 per year for quarterly billing; minimum charge of $750 per six months or $1,500 per year for semiannual billing. Fee-only: Fee-only basis; no commissions retained from product sales.
11710 Plaza America Drive, Suite 2000
Reston, VA 20190
Virginia
Mitchell Advisory, Inc.
1991 - Present (35 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.
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