MISSION ADVISORY GROUP: Providing Expert Financial Guidance to Clients
Established in 2005, MISSION ADVISORY GROUP is a leading financial advisory firm that helps clients reach their financial goals through personalized and strategic guidance. With a team of experienced advisors and a wide range of financial services, MISSION ADVISORY GROUP is committed to providing comprehensive and objective advice to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Provides personalized and strategic financial advice.
- Offers a wide range of financial services.
- Committed to helping clients reach their financial goals.
Facts and Insights
To demonstrate their success, MISSION ADVISORY GROUP has publicly available figures that highlight the firm’s assets under management, number of advisors, and time in business.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2019 | $500 | 10 |
| 2018 | $450 | 8 |
| 2017 | $400 | 7 |
Time in Business: 15 years
Financial Services Offered
MISSION ADVISORY GROUP offers a wide range of financial services to meet the diverse needs of their clients. Some of the services they provide include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
With expertise in various financial areas, MISSION ADVISORY GROUP caters to a diverse range of clients, including:
- Individuals
- High net worth individuals
- Families
- Businesses
Fees & Compensation
MISSION ADVISORY GROUP follows a fee-only structure for their services, which means they do not earn commissions from the sale of products or investments. This ensures that their advice is completely objective and in the best interest of their clients. The fees for their services are based on a percentage of the assets under management.
Background
MISSION ADVISORY GROUP was founded in 2005 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. With a team of highly qualified advisors and staff, the firm has grown to become a trusted name in the financial advisory space. They are committed to staying up-to-date with the ever-evolving financial landscape, providing their clients with the best possible guidance to achieve their financial objectives.
Financial Advisor Disclosures to Know
- MISSION ADVISORY GROUP is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC).
- All advisors at MISSION ADVISORY GROUP are required to act in the best interest of their clients, ensuring that there are no conflicts of interest.
- The firm has a clean regulatory record with no disciplinary actions taken against them.