Mitchell Advisory, Inc.
Mitchell Advisory is a fee-only financial advisory firm specializing in investment management and retirement planning.
We pride ourselves in being a trusted advisor to our clients—most of our clients have been working with us for over a decade, and they depend on us to fully understand their financial needs and use our expertise to help them choose the strategies and investments that will best serve them.
We pride ourselves in being a small firm offering highly personalized service by our firm’s principal, Mitchell Martin, who has been advising clients for over 30 years. Mitchell is a Certified Financial Planner, NAPFA Registered Financial Adviser, and whose educational background includes a Masters in Finance, from MIT’s Sloan School of Management and an Undergraduate Degree from the University of Chicago.
Mitchell Advisory charges a fee based on assets under management, (1% or less based on a sliding scale) that cannot exceed a maximum of $7,500 per quarter. This is especially attractive to clients whose assets exceed $5 Million, where asset based fees can become particularly onerous.
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.