Mission Prime LLC offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. MPL creates an Investment Policy Statement for each client and constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. MPL also directs clients to third-party investment advisors to manage all or a portion of the client's assets.
Assets Under Management$2.3B
Clients3
Advisors1
Avg. per Client$750M
Avg. per Advisor$2.3B
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.10% |
Fees are generally negotiable. Mission Prime LLC will receive its standard fee on top of the fee paid to the third party advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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