Mission Peak Investors (MPI) is a wealth management and investment advisory firm. MPI offers asset management services, creating investment strategies based on client goals, risk tolerance, and financial situations. MPI invests client assets primarily through exchange traded funds (ETFs), mutual funds, and individual stocks and bonds. MPI may also provide financial planning services, including reviews of investments, taxes, net worth, risk assessment, insurance, estate planning, retirement income, Social Security, and education expense funding. MPI is a fee-only advisor.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.60% |
Fees negotiable for accounts over $6,000,000. MPI may also offer a performance-based fee program to qualified clients, consisting of a base fee up to 0.60% of assets under management plus a performance fee up to 15% of yearly portfolio performance above an agreed-upon benchmark.