Peter Mitchell is a registered investment advisor at Tax Pro Advisor, based in Leander, TX, with 18 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 4 clients with $660K 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 $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
Leander, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter owns Tax Pro Advisor LLC, a tax accounting business, since 2012. As an enrolled agent, he prepares taxes and provides tax consulting services, dedicating nearly full-time hours to this business.
Employment History
Current Registrations
Tax Pro Advisor
Previous Registrations
Archer Investment Corporation
H.D. Vest Advisory Services, INC
State Registrations1 state
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