Mitchell Sinkler & Starr
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,753,077,887
Clients
240
Advisors
7
of 9 employees
About
Mitchell Sinkler & Starr provides investment advisory and separately managed portfolio services primarily to high-net-worth individuals and families, as well as estates, trusts, endowments, and foundations. The firm imposes a $2,000,000 minimum for new client relationships and does not emphasize smaller retail (non‑HNW) individual accounts.
The firm describes a long-term, goal‑based investment approach that combines top‑down macro analysis with bottom‑up fundamental research to construct portfolios of high‑quality equities, bonds, and exchange‑traded funds; fixed‑income allocations are often laddered and market timing is minimized. MS&S reports that the majority of its assets are managed under non‑discretionary “advisory” arrangements (about $1.47 billion) versus roughly $315 million in discretionary accounts, reflecting a predominantly consultative relationship model.
With approximately $1.79 billion in assets and five advisors, MS&S operates with a notably high AUM per advisor (more than $350 million each), which may influence resourcing and client coverage relative to peers. The brochure also highlights the firm’s long history as an independent, employee‑owned advisor, its occasional role as trustee (with specific disclosure and potential surcharges), a proxy‑voting policy for clients who request it, and a stated policy against engaging in soft‑dollar arrangements.
Client services
Expertise
Fee options
$2,000,000 - $2,000,000: 0.75% annually $2,000,000 - $5,000,000: $15,000 plus 0.50% of assets over $2 million annually $5,000,000 - $10,000,000: $30,000 plus 0.25% of assets over $5 million annually $10,000,000 - $24,000,000: $42,500 plus 0.125% of assets over $10 million annually $24,000,000+: 0.25% on all assets annually
Account minimum: $2,000,000
Main office
Two Penn Center, Suite 1320
Philadelphia PA 19102
Advisors at this office
7
Most active in
California · Colorado · Connecticut · Delaware · Florida · Maine · Maryland · Massachusetts · New Jersey · New York · North Carolina · Pennsylvania · Texas
Also doing business as
Mitchell Sinkler & Starr · Mitchell Sinkler & Starr Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
William R
CFA®
Philadelphia, PA
Mitchell Sinkler & Starr
William Richardson is a CFA® charterholder with 20 years of industry experience. He has been with Mitchell Sinkler & Starr since 2005. The firm advises high-net-worth individuals, families, estates, trusts, endowments, and foundations, focusing on separately managed portfolio services and financial advice. Mitchell Sinkler & Starr manages most assets on an advisory (non-discretionary) basis, employing a long-term, goal-based investment approach that combines macro analysis with fundamental research and tailored portfolios.
Phillip B
CFA®
Philadelphia, PA
Mitchell Sinkler & Starr
Phillip Beckner Jr. is a CFA® charterholder with eight years of industry experience. He has been with Mitchell Sinkler & Starr since 2021 and previously worked at West Financial Services, Inc. for five years. Mitchell Sinkler & Starr provides investment advisory and separately managed portfolio services primarily to high-net-worth individuals, families, estates, trusts, endowments, and foundations. The firm employs a long-term, goal-based investment approach that combines macro analysis with fundamental research to construct diversified portfolios, focusing on consultative, mostly non-discretionary advisory relationships.
Nicholas C
Philadelphia, PA
Mitchell Sinkler & Starr
Nicholas Carper is a financial advisor with Mitchell Sinkler & Starr in Philadelphia, PA, where he has worked for 31 years. He is part of a seven-advisor team at the firm and brings over three decades of industry experience. Mitchell Sinkler & Starr provides investment advisory and separately managed portfolio services primarily to high-net-worth individuals and families, along with estates, trusts, endowments, and foundations. The firm employs a long-term, goal-based investment approach that combines macro analysis with fundamental research to build diversified portfolios, emphasizing consultative client relationships.
Heather M
Series 63, Series 65
Philadelphia, PA
Mitchell Sinkler & Starr
Heather Mcmeekin is a financial advisor with Mitchell Sinkler & Starr in Philadelphia, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Mitchell Sinkler & Starr since 2015. Mitchell Sinkler & Starr advises high-net-worth individuals, families, estates, trusts, endowments, and foundations, focusing on separately managed portfolio services and financial advice. The firm emphasizes a long-term, goal-based investment approach with a combination of macro analysis and fundamental research, serving a concentrated client base with mostly advisory, non-discretionary accounts.
James M
Series 63, Series 65, Series 66
Philadelphia, PA
Mitchell Sinkler & Starr
James Mcconnel is a financial advisor at Mitchell Sinkler & Starr with seven years of industry experience. He previously worked at Goldman Sachs & Co and spent three years at Montgomery School. He holds Series 63, Series 65, and Series 66 licenses. Mitchell Sinkler & Starr serves high-net-worth individuals, families, estates, trusts, endowments, and foundations with a minimum relationship size of $2 million. The firm employs a long-term, goal-based investment approach that integrates macro analysis and fundamental research to build diversified portfolios primarily composed of high-quality equities, bonds, and ETFs.
Peter T
CFP®, CFA®
Philadelphia, PA
Mitchell Sinkler & Starr
Peter Toscani is a CFP® and CFA® with seven years of experience in the financial advisory industry. He has worked at Mitchell Sinkler & Starr since 2019 and previously spent three years at Chartwell Investment Partners. Mitchell Sinkler & Starr serves high-net-worth individuals, families, estates, trusts, endowments, and foundations, employing a long-term, goal-based investment approach that integrates top-down macro analysis with bottom-up fundamental research to build portfolios focused on high-quality equities, bonds, and ETFs. The firm primarily offers consultative, non-discretionary advisory services with a minimum $2 million account size.
William W
Philadelphia, PA
Mitchell Sinkler & Starr
William Wylie Jr. is a financial advisor at Mitchell Sinkler & Starr with 35 years of industry experience. He has been with the firm since 1980. Mitchell Sinkler & Starr serves high-net-worth individuals and families, as well as estates, trusts, endowments, and foundations, providing separately managed portfolio services and financial advice. The firm emphasizes long-term, goal-based investing with a combination of top-down macro analysis and bottom-up fundamental research.
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