Mitchell Capital Management Co is a registered investment advisor located in Leawood, Kansas, specializing in customized portfolio management and comprehensive financial planning for individuals, trusts, estates, retirement accounts, and institutional clients. Founded in 1987, Mitchell Capital Management Co invests in individual stocks, bonds, exchange-traded funds, and mutual funds, combining computer-aided screening with traditional security analysis. Portfolios are tailored to meet each client's specific guidelines, risk tolerance, and investment goals. Comprehensive financial planning services, covering retirement, social security, education savings, tax planning, and debt management, are included at no additional cost as part of the investment management fee. The firm operates with a team of experienced professionals holding credentials such as the Chartered Financial Analyst and Certified Financial Planner designations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees for portfolios over $10,000,000 are negotiable. Schedule assumes normal investment responsibilities.