Michele Kitta is a registered investment advisor at Arbor Capital Management INC, based in Republic, MO, with 1 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 476 clients with $350M 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 - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are for traditional securities. Fees for digital securities are 1% of assets under management. Fees are negotiable.
Fee Estimator
Location
Republic, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michele is an employee of Magellan Health, where she designs processes and conducts risk area reviews. This takes about a quarter of her time and is not investment related.
Employment History
Current Registrations
Arbor Capital Management INC
State Registrations1 state
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