Mitchell Anthony Capital Management primarily offers investment management services on a discretionary basis, investing in U.S. equities, bonds, mutual funds, and ETFs. They provide some complimentary financial planning services to help clients choose the proper investment strategy. Most clients are referred by outside financial advisors at brokerage firms like Charles Schwab.
Assets Under Management$330M
Clients234
AdvisorsN/A
Avg. per Client$1.4M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The annual fee is normally 1.0% of assets for equity-oriented accounts and 0.5% of assets for fixed income accounts. The fee is negotiable and may be higher for accounts below our minimum. Also offers a performance-based fee of 15% of profits.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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