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Andrew Mitchell is an investment advisor representative at Captrust, based in Brentwood, TN. Andrew has been in the financial industry for several years, working with Carr, Riggs & Ingram and FMC CPAs in Nashville and TrustCore Financial Services in Brentwood, before joining Captrust in December 2022. Andrew is a Certified Financial Planner and specializes in retirement planning, investment management, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TN
12/22/2022 - Present
Captrust (Brentwood TN)
Active
Inactive
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