Philip Andrew Kernen

CFA

Mitchell Capital Management CO

16 Years of Experience

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Firm Information

Mitchell Capital Management CO

Compensation

Fee-Only (AUM)

Number of Advisors

5 advisors

Number of Clients

316 clients

Average Client Portfolio

$2.7M average

Assets Under Management

$861.0M

Fee Structure

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $2.0M	0.75%
$2.0M - $10.0M	0.60%
$10M+	0.60%

Fees negotiable for accounts over $10,000,000.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Investment management fees are based on a percentage of assets under management, valued quarterly. For accounts over $10,000,000, fees are negotiable. The fee does not include fees charged by money market funds, ETFs, or broker commissions. Clients can terminate the agreement with pro-rata fee adjustments.

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Areas of Practice

Investment ManagementRetirement PlanningTax Planning

Advisor Information

Office location

11460 Tomahawk Creek Parkway, Suite 410, Leawood, KS, 66211

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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.