Mitchel Krause
Mitchel Krause is a registered investment advisor at Other Side Asset Management, LLC, based in Raleigh, NC, with 29 years of industry experience. Mitchel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 125 clients with $32M 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 $150K | 2.00% |
| $150K - $500K | 1.75% |
| $500K - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.25% |
Fees negotiable for accounts greater than $5,000,000
Fee Estimator
Location
4141 Banks Stone Drive, Raleigh, NC, 27603
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mitchel works as an insurance agent selling various insurance products. This takes about 10-20% of his time.
Employment History
Current Registrations
Other Side Asset Management, LLC
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Ryan Beck & CO.
Ryan Beck & CO.Broker
State Registrations3 states
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.