Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are negotiable and range from 0.5% to 1.5% annually, billed quarterly based on assets under management. Legacy clients (prior to 02/28/2022) may have fee structures ranging from 0.50% to 2.00%. Financial planning services are charged hourly at $250 per hour, with a minimum charge of $1,250. A full financial plan including estate planning and asset map is available for $1300. SIM may charge a lesser fee based upon certain criteria. Clients investing in the strategist portfolios through Orion Portfolio Solutions (“OPS”) may pay additional fees.
Areas of Practice
Advisor Information
Office location
1445 Ross Ave Fl 55, Dallas, TX, 75202
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mitchell sells fixed insurance products, including life insurance, annuities, long-term care, and disability insurance, dedicating about a quarter of his time to this. He also works as a Treasury Manager at Benchmark Electronics Inc, spending about 60% of his time there, and owns Monson Capital Advisory as a DBA for his securities and fixed insurance business, but spends no time on it.