CM

Constance Marie Mitchell

2 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
168 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$283.2M

Fee Structure

Minimum Investment:$1M
Financial Plan Fee:$500 - $50,000
Hourly Rate:Up to $250/hr

Fees are based on a percentage of assets under management, hourly charges, and fixed fees. Asset management fees range from 0.45% to 1.25% per year, negotiable based on assets and services. Financial planning fees range from $500 to $50,000 depending on complexity. Hourly fees are $250/hour if a financial plan is cancelled. A minimum of $1,000,000 is required to establish a new advisory account, but this may be waived.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningHigh Net Worth
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Advisor Information

Office location

12730 High Bluff Dr, Suite 260, San Diego, CA, 92130

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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
Wealth Analytics Partners, LLC
June 2023 - Present · 2 yrs 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.