Mitchell Fee
Mitchell Fee is a registered investment advisor at T&t Capital Management, based in Gilbert, AZ, with 10 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 296 clients with $190M 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees may be negotiable at the discretion of the Advisor. The Client's fees will take into consideration the aggregate assets under management with Advisor.
Fee Estimator
Location
Gilbert, AZ
Get directionsHistory
Regulatory History (1)
Regulatory
March 2012Other Business ActivitiesSells Insurance
Mitchell is an independent insurance agent since 2017, providing access to insurance planning strategies, dedicating about 10-20% of his time. He is also a branch manager/associated person of Three Lakes Advisors and an account executive for American Hartford Gold, spending about a quarter and half of his time, respectively, on these investment-related roles.
Employment History
Current Registrations
T&t Capital Management
Previous Registrations
Kingsview Asset Management, LLC
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.