How does the advisor help clients – Key Takeaways:
MITCHELL CAPITAL MANAGEMENT CO. offers personalized financial planning and investment management services to clients looking to achieve their financial goals. They specialize in creating customized investment portfolios and offering comprehensive financial advice to help clients make informed decisions.
Facts and Insights
Founded in 2002, MITCHELL CAPITAL MANAGEMENT CO. has over 18 years of experience in managing client assets. They have a team of highly qualified advisors who have a deep understanding of the financial markets and are dedicated to providing the best financial advice to their clients.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 12 | 18 years |
Financial Services Offered
MITCHELL CAPITAL MANAGEMENT CO. offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Financial planning
- Investment management
- Tax planning
- Estate planning
Client Types
MITCHELL CAPITAL MANAGEMENT CO. serves a variety of clients, including individuals, families, and businesses. They work with clients at different stages of their financial journey and help them navigate through various financial challenges to achieve their long-term goals.
Fees & Compensation
The fees and compensation structure at MITCHELL CAPITAL MANAGEMENT CO. is straightforward and transparent. They charge a fee based on a percentage of the assets under management and do not receive any commissions or third-party payments. This fee structure aligns their interests with those of their clients, as they only earn more when their clients’ investments perform well.
Background
MITCHELL CAPITAL MANAGEMENT CO. was founded by John Mitchell, CFA, who has over 30 years of experience in the financial industry. He is supported by a team of experienced and knowledgeable advisors who are committed to providing exceptional financial advice and services to their clients.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor, MITCHELL CAPITAL MANAGEMENT CO. is held to a fiduciary standard, which means they are legally obligated to act in the best interest of their clients. They have a clean regulatory and compliance record, with no disclosures reported by any regulatory body.