Mission Advisors manages investments for pooled investment funds and separate accounts. The firm primarily invests in oil and gas mineral interests, focusing on the Permian Basin and Haynesville Shale. For separate accounts, Mission Advisors tailors investments to each client's objectives and risk tolerance. Clients can set restrictions on investments in their separate accounts.
Assets Under Management$53M
Clients26
Advisors1
Avg. per Client$2M
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees for separate accounts are negotiable. The firm charges between 1% and 1.5% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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