Constance Mitchell is a registered investment advisor at Wealth Analytics Partners, LLC, based in San Diego, CA, with 2 years of industry experience. Constance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 168 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Analytics Partners charges a fee based on a percentage of the value of your investments. This fee is charged quarterly in advance. The annual fee typically ranges from 0.45% to 1.25% of the value of your portfolio, depending on the amount you invest and the services you receive. Fees may be negotiable and can be adjusted with 30 days' written notice.
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wealth Analytics Partners, LLC
State Registrations2 states
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