Teresa Mitchell
Teresa Mitchell is a CFP-designated registered investment advisor at Signature Financial Services, LTD, based in Altamont, IL, with 25 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 343 clients with $230M 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 - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. In addition to the Investment Advisor Fee, the maximum firm Investment Management Fee is 0.20% (20bps) of total assets under management (AUM) for the Independent Fund Model Program (WRAP).
Fee Estimator
Location
703 South Main Street, Altamont, IL, 62411
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
Teresa is an agent/broker for Signature Brokerage Services Ltd. selling traditional insurance products since 2002, and an IAR for Signature Financial Services Ltd. providing investment advisory services since 2001. Teresa also owns rental property in Nashville, is a member of 5030 17th Ave., LLC (property in Colorado), and runs an accounting practice as Teresa Mitchell CPA.
Employment History
Current Registrations
Signature Financial Services, LTD
First Heartland Capital, INC.Broker
Previous Registrations
Marquis Financial Services, 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.