Daniel Mitchell
Daniel Mitchell is a registered investment advisor at D.M. Wealth Management, INC., based in Norman, OK, with 24 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 443 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
D.M. Wealth charges a fee based on the value of your portfolio. The standard management fee is 1.25% per year, but it can be negotiated lower. The maximum fee is 2% per year, which is assigned when there are complicating circumstances to the engagement. This fee covers both investment supervision and advice. You'll also pay transaction fees to the company that holds your account. You can choose to be a financial planning client only and manage your own investments.
Location
309 East Main Street, Norman, OK, 73069
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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 ActivitiesSells Insurance
Daniel is the President of Ardent Group Inc, spending a few hours per week monitoring expenses and salary. He is also a teacher at Noble Public School, dedicating about 10-20% of his time. Daniel is also a licensed insurance agent and may offer clients advice or products from this activity.
Employment History
Current Registrations
D.M. Wealth Management, INC.
Previous Registrations
Investment Counseling Services, INC.
Cambridge Investment Research Advisors, INC.
Financial Counseling Services, LLC
Invest Financial Corporation
Genworth Financial Advisers Corporation
National Planning Corporation ("npc of America" in Fl & Ny)
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.