Mitchell Capital Management CO
Assets Under Management
$861.0M
Number of Clients
316
Number of Advisors
5
Average Client AUM
$2.7M
AUM per Advisor
$172.2M
Compensation
Fee-Only (AUM)
About This Firm
Mitchell Capital Management Co (MCM) specializes in investment management for various entities and individuals. They invest in stocks, fixed income securities, ETFs, and mutual funds, combining technology with traditional security analysis. MCM customizes services based on client needs and establishes investment guidelines.
Fee Structure
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
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
Location
11460 Tomahawk Creek Parkway, Suite 410, Leawood, KS, 66211-7822