How does the advisor help clients – Key Takeaways:
Mission Wealth Management, LP is a financial firm that offers comprehensive wealth management services to its clients. The firm’s main goal is to provide customized financial solutions that help clients achieve their financial goals and secure their financial future.
Facts and Insights
Mission Wealth Management, LP was founded in 2000 and is registered as an investment advisor with the Securities and Exchange Commission (SEC). The firm is headquartered in Santa Barbara, California and has offices in five other states.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $3.5 billion | 23 | 20 years |
Financial Services Offered
Mission Wealth Management, LP offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. The firm follows a holistic and collaborative approach to ensure that all aspects of a client’s financial life are taken into consideration when creating a financial plan.
Client Types
Mission Wealth Management, LP works with a diverse range of clients, including high net worth individuals, families, and small business owners. The firm also works with institutional clients, such as non-profits and foundations, to help them achieve their financial goals.
Fees & Compensation
The firm’s fees are based on a percentage of assets under management, with a minimum annual fee of $15,000. The exact fee structure may vary based on the complexity and size of a client’s portfolio. Mission Wealth Management, LP operates as a fee-only advisor, meaning that the firm does not receive compensation from selling financial products or receiving commissions.
Background
The team at Mission Wealth Management, LP consists of experienced financial advisors with various certifications and designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). The firm’s advisors have an average of 15 years of industry experience and work together to provide clients with the best possible solutions for their financial needs.
Financial Advisor Disclosures to Know
Mission Wealth Management, LP has a clean disciplinary record with no disclosures listed on its SEC file. This means that the firm has not faced any legal or regulatory actions that could affect its ability to provide financial services to clients.