Mission Peak Investors offers wealth management and investment advisory services to individuals, high-net-worth individuals, families, and trusts. Founded in 2017 and independently owned by Prasant Sahoo, the firm creates customized investment strategies using a mix of exchange-traded funds, mutual funds, individual stocks, and bonds. Mission Peak Investors also provides financial planning services covering investments, taxes, net worth, insurance, estate planning, and retirement income. The firm emphasizes long-term total return and uses fundamental analysis to select investments. Additionally, eligible high-net-worth clients may have the option of performance-based fee structures.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.60% |
Fees for assets over $6,000,000 are negotiable. Performance-based fees are available for qualified clients with a base fee of up to 0.60% plus up to 15% of yearly performance above an agreed-upon benchmark.