Mission Retirement Consulting offers investment fiduciary and retirement plan consulting services to employee benefit plans and their fiduciaries. These services can be one-time or ongoing and may include plan reviews, fund selection advice, educational seminars for plan participants, investment performance monitoring, and pension asset management. Services are offered on a non-discretionary or discretionary basis. Mission Retirement Consulting does not provide advisory services to individual clients (non-retirement plan clients).
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
These fees are for 3(38) Discretionary Pension Consulting Services. For 3(21) Non-Discretionary Pension Consulting Services, the fees are: $1-$1,000,000: 0.75%, $1,000,001-$5,000,000: 0.50%, >$5,000,000: 0.25%. For Pension Consulting Services with Independent Investment Manager, the fees are: $1-$1,000,000: 0.65%, $1,000,001-$5,000,000: 0.40%, >$5,000,000: 0.15%. The advisory fee is negotiable, depending on individual client circumstances.