William Mitchell is a registered investment advisor at David Wendell Associates, INC., based in Portsmouth, NH, with 43 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 476 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.60% |
Fees are negotiable for accounts in excess of $3 million.
Fee Estimator
Location
1 New Hampshire Avenue, Suite 300, Portsmouth, NH, 03801-2904
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William serves as a co-trustee on an irrevocable trust since 1994. He spends minimal time per year as the investment advisor for the trust.
Employment History
Current Registrations
David Wendell Associates, INC.
Previous Registrations
Johnston Reid & Mitchell INC
State Registrations1 state
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