Mission: Advice offers financial planning and investment management services to individuals, high net worth individuals, and retirement plans. Financial planning covers areas like goal development, asset management, risk management, education needs, retirement planning, and estate matters. Investment management involves determining client objectives, risk tolerance, and cash flow needs, with a focus on tax efficiency and passive investing. Mission: Advice may recommend Betterment Institutional, a robo-advisor, for investment portfolios.
Assets Under Management$2.8M
Clients10
Advisors1
Avg. per Client$280K
Avg. per Advisor$2.8M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.45% |
Fees may be negotiable. Clients may also implement their investment portfolios through Betterment Institutional, which charges its own asset-based fee of up to 0.25% to 0.20% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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