Enrique Perez is a registered investment advisor at Mission Park Capital, LLC, based in Cambridge, MA, with 7 years of industry experience. Enrique operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 36 clients with $6.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are for the GrowTogetherSM service. For clients with less than $350,000, fees are negotiable, not to exceed $289 per month. There is also an InvestTogetherSM service with negotiable fees or an annual fee of 0.12%.
Fee Estimator
Location
Cambridge, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mission Park Capital, LLC
State Registrations3 states
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