Advisor at Heaton Financial, PC
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Firm
Heaton Financial, PC
Location
St. George, UT 84790
Credentials
Series 65
Industry experience
10 years
Mitchell Mortensen is a financial advisor at Heaton Financial, PC with 10 years of industry experience. He holds a Series 65 designation and is also the owner and president of Spectra Group, Inc., where he works as a civil engineer outside of market hours. Heaton Financial, PC provides portfolio management and financial planning services to individuals, high-net-worth clients, and some business entities, managing over $100 million in assets across a two-advisor team. The firm employs a range of investment strategies including discretionary portfolio management with active trading techniques and conducts regular portfolio reviews.
Based on Heaton Financial, PC
$1 - $50,000: 0.35% - 1.75% depending on portfolio type $50,001 - $100,000: 0.50% - 1.50% depending on portfolio type $100,001 - $250,000: 0.60% - 1.25% depending on portfolio type $250,001 - $500,000: 0.75% - 1.15% depending on portfolio type $500,001 - $1,000,000: 0.85% - 1.00% depending on portfolio type Above $1,000,000+: 0.35% - 0.85% depending on portfolio type
$200/hour for financial planning services, negotiable
Account minimum: $100,000 minimum for Trading portfolio; no minimum for other portfolio types Fee-only: $200 per hour for financial planning services, negotiable and may be discounted
1224 S. River Road, Suite A103
St. George, UT 84790
Utah
Outlaw Engineering, Inc
2017 - Present (9 years)
Heaton Financial, Pc
2016 - Present (10 years)
Spectra Group, Inc.
2010 - Present (16 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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