Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell John Herr is an Investment Advisor Representative at Custos Family Office LLC, a firm headquartered in Austin, TX. Mitchell has been in the financial services industry since April 2010. Mitchell holds the Series 63, Series 65, Series 7, Series 9, Series 10, and SIE licenses. Mitchell is a member of the advisory board of Fisher59, a beer distribution company. Mitchell is a member of the advisory board of Fisher59. Mitchell specializes in consulting, financial planning, pension consulting, and selection of other advisers. Mitchell manages portfolios for individuals and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
1
2
TX
05/07/2018 - Present
Custos Family Office LLC (Austin TX)
TX
04/06/2010 - 04/24/2018
J.P. MORGAN SECURITIES LLC (AUSTIN TX)
BC
Issued 07/02/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/27/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/03/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Mitchell Herr is the right advisor for you? Invested Better is here to help.
