Mitchum Wilhite Tapson

Trutoro

17 Years of Experience

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Firm Information

Trutoro

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

15 advisors

Number of Clients

806 clients

Average Client Portfolio

$162K average

Assets Under Management

$130.7M

Fee Structure

Minimum Investment:$200K

Hourly Rate:Up to $150/hr

Portfolio management fees are based on a percentage of assets under management, with rates decreasing as the portfolio size increases (see table above). The firm generally requires a minimum initial investment of $200,000, but this may be waived or reduced. Financial planning services are offered at an hourly rate of $150. Planning fees may be reduced or waived if the firm manages your portfolio account.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningInsurance PlanningFinancial Planning & Coaching

Advisor Information

Office location

2201 Washington Avenue, Suite 2, Conway, AR, 72032

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Regulatory History (1)

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Regulatory

July 2009

Final

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Other Business ActivitiesSells Insurance

Mitchum is a pastor at Woodlawn Baptist Church, dedicating a few hours per week. He is also a registered representative and insurance agent with Cardinal Investment Group, spending nearly full-time hours on this activity, and he established Tapson Financial Services for tax purposes.