Michael Mithoff is a registered investment advisor at Americana Partners, LLC, based in Houston, TX, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,455 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Americana Partners charges an annual investment management fee based on the amount of assets managed. The fee varies up to 2.00% depending on the size and composition of your portfolio and the services rendered. The fee is billed quarterly in advance. The management fee is negotiable depending on individual client circumstances. For certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), Americana Partners may negotiate a different fee rate.
Location
811 Louisiana Street, Suite 2420, Houston, TX, 77002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the President and sole owner of Wasatch Strategic Investments, L.L.C., a personal investment vehicle used to hold personal private, passive investments, since September 2018. He spends a few hours per week reviewing quarterly reports for this activity.
Employment History
Current Registrations
Americana Partners, LLC
Previous Registrations
Sp Securities LLCBroker
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Hightower Private Client
Salient Capital L.P.Broker
Salient Capital Advisors, LLC
Houston Global Investors, LLC
E & G Advisors LP
State Registrations1 state
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