Mitchell Capital Management

Mitchell Capital Management at a glance

• One of 98 fee-only firms based in Kansas in the Wellspent graph.
• 6 advisors are listed here; 5 of 6 hold the CFA.
• Its Form ADV reports 11 employees and 317 individual clients, 140 of them high net worth.
• Its average account is about $967,000 (assets it manages divided by its 876 accounts).

Fee-only advisors in Kansas · What fee-only advisors charge in Kansas

Facts

Mitchell Capital Management fees

Mitchell Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (6)

• Christen Dusselier

• Jonn Wullschleger

  CFA

• Kenneth Green

  CFA

• Miles Green

  CFA

• Philip Kernen

  CFA

• Quinn Dippel

  CFA