MG
CFA
Firm Information
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.
Areas of Practice
Investment ManagementRetirement PlanningTax Planning
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Advisor Information
Office location
11460 Tomahawk Creek Parkway, Suite 410, Leawood, KS, 66211-7822
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Mitchell Capital Management CO
May 2023 - Present · 2 yrs 8 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.