Advisor at MITCO Asset Management
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Location
Vienna, VA 22180
Credentials
CFP®, Series 63, Series 65
Industry experience
28 years
Robert W. Mitchell, III is a CFP® professional with 27 years of experience, operating through MITCO Asset Management in Vienna, VA. He has managed his accounting practice, Robert W. Mitchell, III, CPA PC, since 2001 alongside his advisory work. Outside of advisory services, he holds significant ownership interests in multiple commercial real estate LLCs, actively managing tenant relations and property operations. MITCO Asset Management provides non-discretionary investment supervisory services and financial planning to individual, institutional, and corporate clients, including sovereign wealth funds. The firm constructs diversified portfolios tailored to client objectives and offers access to private investment opportunities with performance-based fee structures.
$0 - $1,000,000: 1.00% annually $1,000,000+: 0.85% annually
Approximately 20% of realized gains on investments in Private Investment Vehicles, charged only after return of invested capital; fees not charged on unrealized gains; performance-based fees are not additional to third-party adviser fees and may be charged directly to client account or received from third-party adviser or portfolio company.
Account minimum: $1,100,000 (for qualified clients investing in Private Investment Vehicles); no explicit minimum stated for standard portfolio management services
124 Park St Se Ste. 201
Vienna, VA 22180
Virginia
Robert W. Mitchell, III, CPA PC
2001 - Present (25 years)
MITCO Asset Management
1996 - Present (30 years)
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