Mitchell Advisory offers investment management and financial planning services. For investment management, they create a personalized investment policy based on your goals and risk tolerance, primarily using mutual funds and exchange-traded funds (ETFs). They also select individual stocks and bonds for clients who prefer them. Financial planning covers areas like personal finances, taxes, investments, insurance, retirement, and estate planning. Mitchell Advisory is a fee-only advisor, meaning they don't receive commissions from product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.80% |
| $1.5M - $4.9M | 0.50% |
| $4.9M+ | 0.50% |
Fees are based on quarterly reviews. For semi-annual reviews (only available for accounts starting under $500,000), the fees are: Up to $500,000: 0.75% per year; $500,001 to $1,500,000: 0.60% per year. Mitchell Advisory currently waives fees on assets over $4.9 million, but this is subject to change with one quarter's notice.
