Mission Wealth Management, LP
Assets Under Management
$10.0B
Number of Clients
3,632
Number of Advisors
109
Average Client AUM
$2.8M
AUM per Advisor
$92.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Mission Wealth Management offers personalized portfolio management, wealth management, and financial planning & consulting services. They focus on a "total picture" approach encompassing wealth, risk, tax, trust & estate, legacy, philanthropy, and investment planning, primarily for high-net-worth individuals and families. Service models are customized based on client needs and goals.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
MWM’s maximum annual cumulative Investment Management fee is 1.50%. MWM may have legacy agreements in place via mergers with other firms with fee and service schedules that are different.
Fee Estimator
Areas of Practice
Location
1111 Chapala Street, 3rd Floor, Santa Barbara, CA, 93101
