Andrew Mitchell
Andrew Mitchell is a CFP-designated registered investment advisor at Critical Capital LLC, based in Leawood, KS, with 12 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1M+ | 0.50% |
Fees are negotiable. For accounts over $1,100,000, an alternative performance-based fee of 0.5% plus 20% of performance above a benchmark is available.
Fee Estimator
Location
Leawood, KS
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Andrew is an investment advisor representative (IAR) for MAS Advisors and TLG Advisors Inc, spending a few hours per week on each. He also engages in general business consulting through Growth Management LLC and works as an independent insurance agent, dedicating minimal time to each.
Employment History
Current Registrations
Critical Capital LLC
Previous Registrations
Tlg Advisors, INC.
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Mas Advisors LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
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.
Exams
More Advisors
- Matt Tucker, CFPRobert W. Baird & CO. Incorporated
- Paul Raccuglia, CFACommonwealth Financial Network
- Paul Dreher, CFPCetera Planning Partners
- Thomas Higgins, CFPUBS Financial Services INC.
- Diane Dercher, CFPRubinbrown Advisors LLC
- Quinn Dippel, CFAMitchell Capital Management CO