Michael Mitchell
Michael Mitchell is a registered investment advisor at Greenup Street Wealth Management LLC, based in Overland Park, KS, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 754 clients with $660M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Location
7300 W 110th Street, Suite 700, Overland Park, KS, 66210
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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 →Employment History
Current Registrations
Greenup Street Wealth Management LLC
Previous Registrations
Spotlight Asset Group
Creative Planning
Wealthquest Corporation
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Strategic Advisers, INC.
State Registrations1 state
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