Mission Park Capital offers investment advisory and portfolio management services, managing portfolios based on client objectives. They use a tactical allocation strategy to reduce risk and increase performance. Mission Park also offers enhanced services through their "GrowTogetherSM" offering, including financial planning, estate plan coordination, budgeting advice, and career coaching. They also offer one-time financial plans and portfolio reviews.
Assets Under Management$6.1M
Clients36
Advisors1
Avg. per Client$170K
Avg. per Advisor$6.1M
www.missionparkcapital.com ·www.yelp.com/biz/mission-park-capital-waltham ·virtualstorefronts.com/missionparkcapital
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are for the GrowTogetherSM service. For clients with less than $350,000, fees are negotiable, not to exceed $289 per month. There is also an InvestTogetherSM service with negotiable fees or an annual fee of 0.12%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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