RM
RM

Robert Jeffrey Mitchell

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
345 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$634.4M

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
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Location

303 Millsap Road, Fayetteville, AR, 72703

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Robert is employed as Sr. Director, Corporate Counsel at J.B. Hunt Transport Services, Inc. since 2019. This requires nearly full-time hours and is not investment related.

Employment History
Current Registrations
Cabana Asset Management
May 2013 - Present · 12 yrs 9 mos
Previous Registrations
Mason Asset Management
March 2011 - June 2011 · 3 mos
State Registrations1 state
AR
Advisor
Exams
No exam information available for this advisor.
Robert Jeffrey Mitchell - Financial Advisor | TrueAdvisor