Katherine Mitakides
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 Financial Planning & Coaching, Investment Management. Their firm serves 661 clients with $270M 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 $100K | 2.50% |
| $100K - $250K | 2.25% |
| $250K - $1.0M | 2.00% |
| $1M+ | 1.75% |
Advisory fee is negotiable depending on individual client circumstances. At their discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
550 S. Main Street, Springboro, OH, 45066
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2022Financial
July 2018Employment History
Current Registrations
Invest Capital Partners
Previous Registrations
Edward Jones
Edward JonesBroker
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.