Mission Value Partners manages investments for the Mission Funds (Japan Fund and Global Fund) and a managed account. They source potential investments, conduct research, analyze opportunities, and monitor investments. The firm advises on various global securities, tailoring services to each client's needs. Mission Value Partners does not participate in wrap fee programs.
Assets Under Management$300M
Clients3
AdvisorsN/A
Avg. per Client$100M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Annual management fee ranges from 1.15% to 1.35% depending on the size of the account and total assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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