Mission Street Wealth Planning (MSWP) works with individuals, families, and small business owners to understand their values and goals. MSWP creates a financial inventory and an Investment Policy Statement (IPS) to guide investment decisions. MSWP only accepts non-discretionary authority, meaning they need your approval before making any changes to your investments. MSWP uses Charles Schwab for account custody and Focus Partners Advisor Solutions (FPAS) for portfolio composition and reporting.
Assets Under Management$42M
Clients39
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$14M
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Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees are negotiable for amounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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