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Mitchell Law

1 Year of Experience
Auburn, CA

Mitchell Law is a registered investment advisor at Arrow Wealth Advisors, based in Auburn, CA, with 1 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 199 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
199 clients
Average Client Portfolio
$546K average
Assets Under Management
$108.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.45%
$500K - $1.0M1.25%
$1.0M - $5.0M1.00%
$5M+0.75%

Fees may be negotiable based on various criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10831 Combine Rd, Suite A, Auburn, CA, 95602

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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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Employment History
Current Registrations
Arrow Wealth Advisors
October 2024 - Present · 1 yr 6 mos
State Registrations3 states
CAFLTX
Advisor

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.

Exams
No exam information available for this advisor.
Mitchell Law - Financial Advisor | TrueAdvisor