Robert Mitchell is a registered investment advisor at Conestoga Capital Advisors, LLC, based in Wayne, PA, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 247 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25M+ | 1.00% |
Fees negotiable for accounts over $25,000,000. Separate fee arrangements may be negotiated with institutional clients. Fixed income and balanced portfolio fees are negotiated.
Fee Estimator
Location
Crosspoint at Valley Forge, 550 E. Swedesford Rd. Suite 120, Wayne, PA, 19087
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Regulatory History
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
Conestoga Capital Advisors, LLC
State Registrations1 state
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