Prasant Sahoo
Advisor at Mission Peak Investors, LLC
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.
Advisor at Mission Peak Investors, LLC
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.
Prasant Sahoo is a CFA® charterholder and principal at Mission Peak Investors, LLC, with eight years of industry experience. He previously worked at Nuveen Investments for eight years before founding Mission Peak Investors in 2017. Mission Peak Investors, LLC is an independent, fee-only wealth management firm serving individuals, high-net-worth families, trusts, and similar clients. The firm employs a bottom-up, fundamental investment approach focused on quality businesses and long-term total return, managing portfolios on a discretionary basis with a concentrated client base and account minimums of $1 million.
Based on Mission Peak Investors, LLC
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001 - $6,000,000: 0.60% annually $6,000,001+: Negotiable
Financial planning charged at $500/hour with a minimum fee of $1,000
Base fee up to 0.60% of assets plus performance fee up to 15% of yearly portfolio performance above benchmark for Qualified Clients ($1,100,000+ AUM or $2,200,000+ net worth)
Account minimum: $1,000,000 Minimum fee: $10,000 per year minimum fee ($2,500 per quarter) Fee-only: Yes, fee-only advisory firm, no commissions accepted.
Fremont, CA
California
Mission Peak Investors, LLC
2017 - Present (9 years)
Self Employed
2016 - 2017 (1 year)
Nuveen Investments
2008 - 2016 (8 years)
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