Mitchell Craig
Mitchell Craig is a registered investment advisor at Trippon Wealth Management Group LLC, based in Houston, TX, with 3 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 426 clients with $190M 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. The firm generally requires a minimum asset level of $500,000 for portfolio management services. The firm, in its sole discretion, may charge a lesser portfolio management fee and/or reduce or waive its minimum asset requirement based upon certain criteria.
Fee Estimator
Location
8588 Katy Freeway, Suite 320, Houston, TX, 77057
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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
Mitchell is a licensed life and health insurance agent since 2022, selling insurance products. This requires minimal time.
Employment History
Current Registrations
Trippon Wealth Management Group LLC
State Registrations1 state
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