Assets Under Management
$6.0B
Number of Clients
43,868
Number of Advisors
171
Average Client AUM
$136K
AUM per Advisor
$34.9M
Compensation
Fee-Only (AUM)
MissionSquare Retirement provides Guided Pathways Advisory Services, including discretionary managed accounts and non-discretionary fund advice, to participants in retirement plans and MissionSquare IRAs. Morningstar Investment Management LLC serves as the Independent Financial Expert, developing asset allocation models and fund-specific investment portfolios based on client information.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $300K | 0.40% |
| $300K - $500K | 0.30% |
| $500K+ | 0.20% |
Fee schedule may be waived or discounted by agreement between MissionSquare and the Plan Sponsor.
777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240