Gray Ingle is a registered investment advisor at Mitchell, Mcleod, Pugh & Williams, INC., based in Mobile, AL, with 5 years of industry experience. Gray operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,037 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mitchell McLeod Pugh & Williams charges a percentage of your portfolio's value each year for managing your investments. The specific rate depends on the type of investments (stocks, bonds, or cash) and the amount you have invested. These fees are negotiable.
Equity Portfolios:
- Up to $1 million: 1.0%
- Next $1 million: 0.8%
- Next $1 million: 0.6%
- All over $3 million: 0.5%
Fixed Income Portfolios:
- Up to $1 million: 0.5%
- Next $1 million: 0.4%
- Next $1 million: 0.3%
- All over $3 million: 0.25%
Cash & Cash Equivalents:
- All: 0.25%
Location
Mobile, AL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mitchell, Mcleod, Pugh & Williams, INC.
Previous Registrations
Newport Group Consulting, LLC
State Registrations1 state
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