Robert Arendall
Robert Arendall is a registered investment advisor at Mitchell, Mcleod, Pugh & Williams, INC., based in Mobile, AL, with 4 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 1,037 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mitchell McLeod Pugh & Williams charges a percentage of your portfolio's value each year for managing your investments. The specific rate depends on the type of investments (stocks, bonds, or cash) and the amount you have invested. These fees are negotiable.
Equity Portfolios:
- Up to $1 million: 1.0%
- Next $1 million: 0.8%
- Next $1 million: 0.6%
- All over $3 million: 0.5%
Fixed Income Portfolios:
- Up to $1 million: 0.5%
- Next $1 million: 0.4%
- Next $1 million: 0.3%
- All over $3 million: 0.25%
Cash & Cash Equivalents:
- All: 0.25%
Location
Mobile, AL
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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 Activities
Robert is the manager of Center Line, LLC, a social club, and provides bookkeeping services. This non-investment related business takes minimal time.
Employment History
Current Registrations
Mitchell, Mcleod, Pugh & Williams, INC.
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.