Mission Hill Advisors offers investment advice, consulting, and asset management services to family offices, high-net-worth individuals, endowments, and foundations. As an independent registered investment advisor, Mission Hill Advisors acts as a fiduciary, providing objective advice in the best interest of its clients. The firm helps clients understand their investments and the factors that contribute to uncertainty.
Assets Under Management$150M
Clients24
Advisors1
Avg. per Client$6.2M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.65% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.25% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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