Mission Creek Capital Partners provides investment management and financial planning services to both institutional and individual clients. Services include custom portfolio management, private equity distribution management, and concentrated stock management. Mission Creek offers both discretionary and non-discretionary investment advisory services. The firm's approach focuses on managing concentration risks, diversification, minimizing costs and taxes, and open communication with clients.
Fee Structure
Mission Creek charges an annual fee for investment management services, typically ranging from 0.60% to 1.50% of the value of your portfolio. The exact fee depends on the size and complexity of your account. Fees are payable quarterly, either in advance or after the quarter ends. The minimum quarterly fee is $750. Additional fees apply for option overlay, covered call, and concentrated stock management strategies. A reduced fee structure is available for separately managed accounts used on a sub-advisory basis.