Mission Retirement is a registered investment advisor located in Tomball, Texas, that offers investment advisory services to individuals, businesses, and retirement plans. Mission Retirement helps clients build and preserve wealth by recommending unaffiliated independent managers and investment platforms to manage portfolios. The firm uses various analytical methods and investment strategies, including fundamental analysis, modern portfolio theory, technical analysis, and economic stress testing. Mission Retirement acts legally required to act in your best interest and provides ongoing oversight of the independent managers handling your investments. In addition to investment management, Mission Retirement offers periodic educational workshops and seminars.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Fees are negotiable up to 1.80% annually and include independent manager fees ranging from 0.35% to 0.50%.