Jennifer
Mitchell
Sandy Cove Advisors, LLC
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About this Advisor
Jennifer Mitchell is a financial advisor operating out of Hingham, Massachusetts who has 8 years of industry experience. Mitchell is an advisor for Sandy Cove Advisors, LLC. Over the course of their career, Mitchell has held roles at Tiedemann Wealth Management and Sandy Cove Advisors, LLC. Mitchell has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Connecticut, Florida, Massachusetts and New York. Sandy Cove Advisors, LLC is a company based in Hingham, MA. The company has a total of nine people on staff. It manages $363 million in assets across its 776 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 776 customer accounts, 48% are held by high-net-worth clients who have more than $1 million in investable assets. Sandy Cove Advisors, LLC offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules typically are based on which services the firm provides the client. Fees billed by Sandy Cove Advisors, LLC most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sandy Cove Advisors, LLC Brokerage Details
$362,707,334
9
776
$467,406
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jennifer Mitchell Work History
Jennifer has been registered as a financial advisor for 8 years.*
Sandy Cove Advisors, LLC
Tiedemann Wealth Management
Tiedemann Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jennifer Mitchell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sandy Cove Advisors, LLC
Hingham, MA
Hingham, MA
Hingham, MA
Hingham, MA
Hingham, MA
Hingham, MA
Hingham, MA
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