Mitchell Group Delaware LLC (MGD) provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. MGD creates an Investment Policy Statement for each client to guide investment selection. MGD may direct clients to third-party money managers, Envestnet, and is compensated via a fee share. MGD limits its money management to mutual funds, equities, bonds, fixed income, debt securities, ETFs, third-party money managers, insurance products including annuities, and government securities.
Assets Under Management$5.6M
Clients32
Advisors1
Avg. per Client$170K
Avg. per Advisor$5.6M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5.0M - $25.0M | 1.50% |
| $25.0M - $100.0M | 1.00% |
| $100M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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