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Anthony Mitchell

Advisor at Marketocracy Masters Capital Management LLC

Updated today
Marketocracy Masters Capital Management LLC logo

Firm

Marketocracy Masters Capital Management LLC

Location

Redford, MI

Credentials

Series 65

Industry experience

4 years

About

Anthony Mitchell is a Series 65-licensed advisor at Marketocracy Masters Capital Management LLC with four years of industry experience. He has worked at Marketocracy since 2021 and previously held roles at Brown-Forman and Infinium Spirits. Outside of advisory work, he serves as president of Hall of Fame Corp, a technology, finance, and consulting firm, and also leads JGJ Marketing. Marketocracy Masters Capital Management is an internet-based registered investment adviser that uses algorithm-driven portfolio management for individual clients. The firm offers discretionary management of model portfolios through an interactive website and focuses on serving individual investors with low minimums.

Client services

Based on Marketocracy Masters Capital Management LLC

Portfolio management

Expertise

Based on Marketocracy Masters Capital Management LLC

Active portfolio management Options & derivatives strategies

Fee options

Percentage

$0 - $49,999: 0.95% annual fee $50,000 - $99,999: 0.85% annual fee $100,000 - $999,999: 0.75% annual fee $1,000,000 - $9,999,999: 0.50% annual fee $10,000,000+: 0.25% annual fee

Other

Account minimum: $500 Minimum fee: Minimum $500 to open an account Fee-only: Management fee based on assets under management, no commissions or performance fees

Location

Redford, MI

Most active in

Michigan

Work history

Marketocracy Masters Capital Management LLC

2021 - Present (5 years)

Infinium Spirits

2017 - Present (9 years)

Brown-Forman

2004 - 2017 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Eldin F

Series 63, Series 65

Southfield, MI

Sterling Advisory Group LLC

ESG / Sustainable investing Equity compensation tax strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Values-based investing
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Daniel S

Series 63, Series 65

Bingham Farms, MI

Octo Capital, LLC

Tax-loss harvesting Retirement income strategy Income planning Equity compensation tax strategy Charitable giving & philanthropy Executive
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Frank C

Series 65

Detroit, MI

Jamerson-Crosby Investment Advisors LLC

Active portfolio management Options & derivatives strategies
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David U

Series 66

Berkley, MI

Underhill Investments, LLC

ESG / Sustainable investing

Paul F

CFP®, CFA®, ChFC®, EA

Commerce Township, MI

Tamma Capital LLC

I'm Paul, and I have been right where you are. I have a set of 13-year-old triplets, an 11-year-old, and a spouse with a demanding full-time career. Time is something you feel like you don't have, yet it also haunts you if you don't feel confident about some aspect of your finances. I get what you are going through, working extremely hard and watching the years go by swiftly because that is my life, too. That's why, when my triplets were born, I founded TAMMA. I saw firsthand how my family struggled with financial anxiety and the challenges and pressures it caused. This is one of the reasons I chose to become a financial advisor and build my firm: to help bring peace of mind to others. Now, I offer you that same path to financial health so you can achieve peace and security. Many busy families like yours are experiencing relief and confidence from obtaining a financial advisor in their corner, and you can too.

Wealth management Parents Married/Couples/Partners Gen X (Born 1965-1980)
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Craig A

Series 63, Series 65

Troy, MI

Confidential Management Advisors, Inc.

Active portfolio management Passive / index investing Tax-loss harvesting
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