Mission Retirement provides investment advice to individuals, businesses, and retirement plans, focusing on building and preserving wealth. They recommend independent investment managers and platforms, assisting clients in developing initial investment policies and managing client relationships. Mission Retirement performs ongoing oversight of these managers to ensure alignment with client objectives. Clients enter into advisory agreements directly with the independent managers.
Fee Structure
Mission Retirement uses independent managers to manage client investments. Fees are negotiable, up to 1.80% annually, and include the independent manager's fees, which range from 0.35% to 0.50%. Fees are charged monthly, based on the average daily balance of the account for the preceding month. If you terminate the agreement early, you will receive a prorated refund.