Mission Street Wealth Planning
Assets Under Management
$51.5M
Number of Clients
35
Number of Advisors
3
Avg. Portfolio per Client
$1.5M
Avg. Managed per Advisor
$17.2M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Mission Street Wealth Planning (MSWP) provides financial advice and investment management to individuals, families, and small business owners. MSWP begins with a Discovery Process to understand clients' values and goals, followed by a Financial Inventory. An Investment Policy Statement (IPS) is created to guide investment decisions. MSWP only accepts non-discretionary authority, requiring client approval for all investment decisions. MSWP uses Charles Schwab for account custody and Focus Partners Advisor Solutions (FPAS) for portfolio composition and reporting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees are negotiable at the Firm’s sole discretion based on a client’s relation to the Firm or Mr. Pia, anticipated future assets to be designated under the Firm’s management, and other factors the Firm may evaluate.
Fee Estimator
Areas of Practice
Location
CA, United States
