Mitchell Roberts is a registered investment advisor at S.G. Long & Company, based in Missoula, MT, with 2 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 159 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
S.G. Long & Company offers investment management through programs offered by RBC Capital Markets. The annual fee is a percentage of the assets managed and is set by the financial representative, falling between 1% and 1.5%. This fee covers trading and portfolio management. Fees are negotiable and can vary based on the size of the account, trading frequency, service needs, and other account-related factors. Minimum investments start at $10,000 and are subject to the portfolio type selected.
Location
283 West Front Suite 302, Suite 302, Missoula, MT, 59802-4328
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mitchell is a Director of Fixed Income and Financial Advisor at SGL Investment Advisors, dedicating about half of his time to this role. He also serves as a board member for Head Start, Child Start, spends minimal time as an assistant football coach for Missoula County Public School.
Employment History
Current Registrations
S.G. Long & Company
Sgl Investment Advisors, INC.
S.G. Long & CompanyBroker
State Registrations4 states
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