Mitchell Stein
Mitchell Stein is a registered investment advisor at Arena Private Wealth, based in Pepper Pike, OH, with 20 years of industry experience. Mitchell 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, and 1 more. Their firm serves 86 clients with $140M 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Location
Pepper Pike, OH
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business Activities
Mitchell is the President/Partner of Objective Capital Management, LLC, an RIA firm, dedicating significantly more than full-time hours to this role. He also owns rental property and serves on the boards/committees of several non-profit organizations, requiring minimal time commitments.
Employment History
Current Registrations
Arena Private Wealth
Previous Registrations
Mutual Securities, INC.Broker
Objective Capital Management, LLC
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 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.