Mitchell York
Mitchell York is a CFA-designated registered investment advisor at Atlantic Union Municipal Advisors, INC, based in Glen Allen, VA, with 26 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees may be tiered down and/or negotiated by clients if certain minimum levels of assets under management are attained.
Fee Estimator
Location
4300 Cox Road, Glen Allen, VA, 23060
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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 →Employment History
Current Registrations
Atlantic Union Municipal Advisors, INC
Previous Registrations
Concord Asset Management, LLC
Concord Wealth Partners
Financial Engines Advisors L.L.C.
Ef Legacy Securities, LLCBroker
Sanders Morris Harris LLCBroker
Edelman Financial Services, LLC
Wertz York Capital Management Group, LLC
Securities America, INC.Broker
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.