Advisor at Mission Wealth Management, LP
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Firm
Mission Wealth Management, LP
Location
Austin, TX 78746
Credentials
CFP®, Series 63, Series 65
Industry experience
26 years
Seth Streeter is a CFP® professional with 26 years of experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2000. He holds Series 63 and Series 65 licenses and participates on the Health & Wellness Board of the Young Presidents Organization (YPO). Mission Wealth Management, LP is an SEC-registered fiduciary that serves high-net-worth individuals, families, nonprofits, pension and retirement-plan sponsors, and trusts. The firm offers customized wealth management and financial planning services, including portfolio management, tax planning, estate coordination, and retirement plan consulting, with a generally long-term investment approach across multiple service tiers.
Based on Mission Wealth Management, LP
Based on Mission Wealth Management, LP
Emerging Wealth clients with managed assets under $500,000 pay $425 flat fee per month; Financial planning fees based on scope, with retainer not exceeding $1,200 when 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 and consulting may be charged on an hourly basis, specific rates not stated
Account minimum: $1,000,000 Minimum fee: $10,000 minimum annual fee (may be waived)
901 S. Mo Pac Expressway, Suite 250
Austin, TX 78746
Texas
Mission Wealth Management
2000 - Present (26 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
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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