Missio Investment Management (MIM) manages investment portfolios tailored to individual client needs. MIM also provides limited financial planning advice on topics like retirement, risk management, college savings, and estate planning. MIM primarily uses passive investment management, but may employ active management for up to 30% of assets.
Assets Under Management$24M
Clients10
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.40% |
| $500K - $1.0M | 0.35% |
| $1M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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