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Katherine Mitakides

Invest Capital Partners
7 Years of Experience
Springboro, OH
2 Disclosures
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Katherine Mitakides is a registered investment advisor at Invest Capital Partners, based in Springboro, OH, with 7 years of industry experience. Katherine 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. Their firm serves 661 clients with $270M in assets under management.

Invest Capital Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
661 clients
Average Client Portfolio
$411K average
Assets Under Management
$271.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.50%
$100K - $250K2.25%
$250K - $1.0M2.00%
$1M+1.75%

Fees are negotiable. Family member accounts may be combined to qualify for lower breakpoints.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

550 S. Main Street, Springboro, OH, 45066

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2022
Denied
Financial
July 2018
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Invest Capital Partners
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Edward Jones
March 2019 - May 2024 · 5 yrs 2 mos
Edward JonesBroker
December 2018 - May 2024 · 5 yrs 5 mos
State Registrations2 states
CAOH
Advisor

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
No exam information available for this advisor.
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