Mitchell Capital Management Co (MCM) specializes in investment management for employee benefit plans, corporations, foundations, charitable organizations, and individuals. MCM invests in stocks, bonds, ETFs, and mutual funds, combining technology with traditional security analysis. They offer customized portfolio management services based on individual client needs and financial planning services included as part of the investment management fee.
Assets Under Management$860M
Clients316
Advisors5
Avg. per Client$2.7M
Avg. per Advisor$170M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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
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Estimated Annual Fee
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