Mission Hills Financial Advisory offers investment management services where they manage your investments based on your goals and risk tolerance. They also offer financial planning and consulting services covering areas like estate plans, investments, taxes, and retirement income. In some cases, they may recommend using a third-party manager to manage your portfolio. They also hold seminars and workshops to educate the public on investments.
Assets Under Management$210M
Clients335
Advisors3
Avg. per Client$620K
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $6.0M | 0.70% |
| $6.0M - $7.0M | 0.65% |
| $7.0M - $8.0M | 0.60% |
| $8.0M - $9.0M | 0.55% |
| $9.0M - $10.0M | 0.50% |
| $10.0M - $11.0M | 0.45% |
| $11M+ | 0.45% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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