Mission Wealth Management provides personalized investment management and financial planning services primarily for high-net-worth individuals and families. The firm offers a comprehensive wealth management approach that covers investment strategies, retirement planning, tax planning, estate coordination, and philanthropic advising. Portfolios may include exchange-traded funds, mutual funds, individual stocks and bonds, private equity, real estate, and alternative investments. Mission Wealth Management tailors its recommendations to each client's specific goals, risk tolerance, and tax situation, and operates primarily on a discretionary basis where the firm makes trades on the client's behalf.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual investment management fee is 1.50%. Fees are negotiable and calculated based on portfolio value at quarter end.
