Mitchell Clark
Mitchell Clark is a registered investment advisor at Horter Investment Management, LLC, based in Cincinnati, OH, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,302,710 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horter Investment Management charges an annual advisory fee based on a percentage of the value of your investments, assessed quarterly. The maximum annual fee is 1.99%, which includes investment management, program administration, and financial professional compensation. Fees may be negotiable based on factors like client type and account size. Horter offers different portfolio management programs with varying fees. For retirement plan asset management using indexed funds, the fee is 0.50%. Non-discretionary accounts are charged 0.1% with a $50 minimum quarterly fee.
Location
11726 Seven Gables Rd, Symmes Township, Cincinnati, OH, 45249
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mitchell is the sole owner of Pinch Consultants, LLC, a debt and budget counseling firm, since 2019. He dedicates minimal time to this business.
Employment History
Current Registrations
Horter Investment Management, LLC
Previous Registrations
Mons Capital
Grant Street Wealth Management, LTD.
State Registrations1 state
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