Advisor at Mission Wealth Management, LP
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mission Wealth Management, LP
Location
Helena, MT
Credentials
CFP®, CFA®
Industry experience
4 years
Financial Planning & Consulting flat fees based on scope and complexity; consulting agreement required; no retainer exceeding $1,200 if services cannot be rendered within 6 months
$0 - $5,000,000: 1.00% $5,000,001 - $15,000,000: 0.85% $15,000,001 - $25,000,000: 0.75% $25,000,001+: 0.50%
Financial Planning & Consulting may be charged on an hourly basis; fees determined case-by-case
Account minimum: $1,000,000 minimum for Wealth Management service (MissionForward clients are not subject to minimums) Minimum fee: $10,000 minimum annual fee for Wealth Management service, which may be waived Fee-only: Flat fee of $425 per month for Emerging Wealth clients with managed assets under $500,000 (MissionForward Agreement clients)
Mission Wealth Management, LP
2021 - Present (5 years)
Montana Board of Investments
2021 - 2021 (1 year)
Mission Wealth Management, LP
2019 - 2021 (2 years)
Tremblay Financial
2018 - 2019 (1 year)
Hertz Rental Car
2017 - 2017 (1 year)
Merrill Lynch
2016 - 2017 (1 year)
Student
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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