Mitchell Martin is a CFP-designated registered investment advisor at Mitchell Advisory INC, based in Reston, VA, with 21 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 22 clients with $70M 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 | 1.00% |
| $500K - $1.5M | 0.80% |
| $1.5M - $4.9M | 0.50% |
| $4.9M+ | 0.50% |
Fees are based on quarterly reviews. For semi-annual reviews (only available for accounts starting under $500,000), the fees are: Up to $500,000: 0.75% per year; $500,001 to $1,500,000: 0.60% per year. Mitchell Advisory currently waives fees on assets over $4.9 million, but this is subject to change with one quarter's notice.
Fee Estimator
Contact
Mitchell Martin
Location
11710 Plaza America Drive, Suite 2000, Reston, VA, 20190
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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
Mitchell is a 50% owner and president of a bagel cafe run by his wife, overseeing the company's finances since 1994. This requires about 10-20% of Mitchell's time, primarily during non-trading hours.
Employment History
Current Registrations
Mitchell Advisory INC
Previous Registrations
Mitchell Advisory INC
State Registrations1 state
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