Mitchell Spiegel
Mitchell Spiegel is a CFA-designated registered investment advisor at Enterprise Value Capital Management, LLC, based in New York, NY, with 4 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EVCM offers investment management services for a fee based on the value of your portfolio. For non-qualified clients, the annual fee is 2.00% of all assets. These fees are negotiable. Qualified clients will pay an annual fee of 1.00% of assets under management along with a 10.00% performance fee based on capital appreciation. The performance fee is contingent upon returns exceeding a certain threshold. Clients are also responsible for paying third-party fees such as custodian fees and brokerage fees.
Location
641 Lexington Avenue, Suite 1321, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Enterprise Value Capital Management, LLC
State Registrations1 state
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