Jennifer Mitchell
Jennifer Mitchell is a registered investment advisor at Private Client Services, LLC, based in Walnut Creek, CA, with 32 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
1777 Botelho Dr., Suite 105, Walnut Creek, CA, 94596
Get directionsHistory
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
Jennifer is an insurance agent selling insurance through various carriers, dedicating full-time hours to this activity. She is also an Investment Advisor Representative (IAR) with Castle Rock Wealth Management, also dedicating full-time hours, and is involved with SC Retirement Inc. as a financial advisor (about a third of her time).
Employment History
Current Registrations
Private Client Services, LLCBroker
Castle Rock Wealth Management, LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Pacific Asset Management Group
Round Hill Securities, INC.Broker
Mclaughlin, Piven, Vogel Securities, INC.Broker
State Registrations5 states
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.