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Anthony Mitchell

4 Years of Experience
Redford, MI

Anthony Mitchell is a registered investment advisor at Marketocracy Masters Capital Management LLC, based in Redford, MI, with 4 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17 clients with $3.5M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
17 clients
Average Client Portfolio
$206K average
Assets Under Management
$3.5M

Fee Structure

Minimum Investment:$500
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K0.95%
$50K - $100K0.85%
$100K - $1.0M0.75%
$1.0M - $10.0M0.50%
$10M+0.25%

The Firm may reduce or waive its fee at its sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Redford, MI

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Anthony is the president of Hall of Fame Corp, a tech, finance, and consulting company, spending about half of his time on it. He is also the president of JGJ Marketing and an independent contractor managing a model portfolio for Marketocracy Data Services, dedicating minimal time to each.

Employment History
Current Registrations
Marketocracy Masters Capital Management LLC
August 2021 - Present · 4 yrs 9 mos
State Registrations1 state
MI
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.
Anthony Mitchell - Financial Advisor | TrueAdvisor