Mission Capital Advisors Inc. offers investment planning and consulting services to individuals, businesses, foundations, endowments, and charitable organizations. Mission Capital assists clients with investment consultation, planning, asset allocation, and impact investing. The firm advises on mutual funds, exchange traded funds, equities, bonds, treasuries, alternative investments, real assets, private investments, and limited partnership interests. Clients retain the right to decide whether to act upon any recommendations made by Mission Capital.
Fee Structure
For clients who want Mission Capital to monitor their investments, the annual fee is half the amount of the initial financial planning fee. This monitoring includes unlimited communication and ensuring investments stay within the agreed-upon ranges. The fee is billed monthly.
- Financial Planning, Education, and Investment Policy Services: Fees are based on 0.1% of assets for investments over $1,500,000, with a minimum fee of $1,500. For example, planning for $2,500,000 in investments would cost $2,500.
- Other Consulting Services: Fees are charged either hourly ($250-$500 per hour) or as a flat fee (minimum $1,500), depending on the service.