Old Mission Investment Company offers investment management services using mutual funds, exchange traded funds, individual stocks, and bonds. They create customized financial, estate, and investment plans, focusing on the client's overall financial picture. Old Mission manages accounts on a discretionary basis, making investment decisions for clients. They do not offer proprietary products.
Fee Structure
Old Mission Investment Company charges a fee based on the value of your portfolio, ranging from 0.25% to 1.75% annually. The exact fee is negotiable depending on the size and complexity of your account. Fees are charged quarterly in advance. If you keep a substantial amount of cash in a money market account, Old Mission may make accommodations to keep those assets in a non-fee account.