KM
KM
Kenneth Mitchell
28 Years of Experience
Sweet Home, TX
1 Disclosure
Kenneth Mitchell is a registered investment advisor at Mitchell Group Delaware LLC, based in Sweet Home, TX, with 28 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 32 clients with $5.6M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
32 clients
Average Client Portfolio
$174K average
Assets Under Management
$5.6M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5.0M - $25.0M | 1.50% |
| $25.0M - $100.0M | 1.00% |
| $100M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
239 County Road, 389A, Sweet Home, TX, 77987
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2001Settled
Employment History
Current Registrations
Mitchell Group Delaware LLC
November 2010 - Present · 15 yrs 6 mos
Previous Registrations
N.E. Thompson and Company/st. Michaels Asset Management, INC.
July 2008 - November 2010 · 2 yrs 4 mos
Wachovia Securities, LLC
August 2002 - July 2008 · 5 yrs 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 1997 - August 2002 · 5 yrs 1 mo
State Registrations2 states
DETX
Advisor
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Exams
No exam information available for this advisor.