CD
CD

Christen E. Dusselier

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax Planning
Compensation
Fee-Only (AUM)
Firm Size
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 ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $10.0M0.60%
$10M+0.60%

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

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11460 Tomahawk Creek Parkway, Suite 410, Leawood, KS, 66211-7822

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History

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.

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Employment History
Current Registrations
Mitchell Capital Management CO
June 2012 - Present · 13 yrs 8 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.
Christen E. Dusselier - Financial Advisor | TrueAdvisor