Myrna Mitchell, MBA, CFP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$19,300,700
Total clients
18
61% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$1,072,261
Client services
Fee options
Flat fixed fee per year, billed quarterly in arrears; fees range from $500 to $3,000 per quarter, not exceeding $3,000 per quarter
Hourly fee of $250, billed monthly or quarterly in arrears
Minimum fee: Initial fee up to $500 before services provided, refundable within 5 business days Fee-only: Fee-only financial planning services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Myrna Mitchell, MBA, CFP
Rapid City SD, United States
Number of offices
2
Forms ADV
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