Mission Financial Group offers investment advisory services to individuals and other clients. They provide comprehensive portfolio management, asset management for held away accounts, and financial planning & consulting. As a fiduciary, Mission Financial Group aims to act in the client’s best interest by understanding their financial situation, goals, and risk tolerance.
Assets Under Management$230M
Clients332
Advisors5
Avg. per Client$700K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Maximum annual fee charged for Comprehensive Portfolio Management and Asset Management for Held Away Accounts. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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