Robert Mitchell is a CFP-designated registered investment advisor at Mitco Asset Management, based in Vienna, VA, with 27 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 70 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.85% |
Fee Estimator
Location
124 Park St SE Ste. 201, Vienna, VA, 22180
Get directionsHistory
Regulatory History (1)
Regulatory
April 2020Other Business Activities
Robert has ownership interests in numerous commercial real estate LLCs and other private investment entities. He spends about half his time managing the real estate investments, and minimal time on the other private investments.
Employment History
Current Registrations
Mitco Asset Management
Previous Registrations
Mitco Asset Management
State Registrations1 state
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.