RM
CFA
RM
CFA

Robert Mitchell

6 Years of Experience
Lincolnshire, IL

Robert Mitchell is a CFA-designated registered investment advisor at Dukes Lane Investments LLC, based in Lincolnshire, IL, with 6 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 37 clients with $37M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
37 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$37.1M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Fees are negotiable.

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

Lincolnshire, IL

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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
Dukes Lane Investments LLC
August 2019 - Present · 6 yrs 9 mos
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Robert Mitchell - Financial Advisor | TrueAdvisor