Mitchell & Pahl Private Wealth is a registered investment advisor offering investment management, financial planning, and wealth management services. They work with individuals, high net worth individuals, trusts, businesses, and charities to create customized investment plans based on their needs and goals. Mitchell & Pahl manages portfolios on a discretionary or non-discretionary basis, allocating assets among individual equity and debt securities. They also offer financial planning and consulting services covering investments, taxes, estate planning, cash flow, charitable giving, business planning, insurance, divorce, and education planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
This fee schedule may be based on cumulative household assets under management. Annual fee for portfolio management services is 0.50%.