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You Have Three Fee Options

Straightforward and accessible to anyone regardless of asset level.


We operate as an independent Registered Investment Adviser, under a personal fiduciary commitment to our clients. Providing good advice, at a fair price, with the least possible conflicts of interest is core to our mission.


Option 1: Flat fee / Fee only

For investment management + financial planning.


We created a flat-fee option because people with assets and people without assets (but working on building) each deserve guidance.


You have the option of choosing a flat-fee service level, or the fee-based "assets under management" (AUM) fee model. We encourage prospective clients to compare fees across the industry and make an informed decision.


Mission Advisory Group does not take custody of your assets, and does not accept commissions.


Also, for clients who only want investment management, and do not opt for financial planning services, they can use the AUM fee model at any account size.  The minimum account required for the combined investment management + financial planning services, when choosing the AUM model is $125,000, which qualifies for the Explorer Level of services. At a client asset level of $400,000+ (aggregate, household), the fees switch solely to the AUM model, as the equivalent fee would automatically qualify for the list of investment management and financial planning services at the Torchbearer Level.


Under an AUM fee model, the fees come directly from the investment accounts. Under the flat-fee model (listed below), there is no account or household minimum.


Explorer Level - $89 per month

Ideal for clients who do not yet have significant assets, but have basic financial planning needs and a single/household income range of $65,000-120,000.


Services Provided:

  • No minimum asset level to become a client.
  • Access to institutional model money management and advanced asset management.
  • Access to award-winning, fully-digital, mobile financial planning app for "dashboarding" entire financial picture, financial goal tracking, account aggregation, tax optimization, cash flow analysis & budgeting, financial projections and planning, liabilities/loan management, social security projections, etc.
  • Investment analysis session on all of your investment accounts, including those not under management by Mission Advisory Group (such as your current 401k).
  • No commissions or platform fees.
  • An employee benefits review session, with assistance during open enrollment.
  • Assistance with college savings/planning.
  • Access to expanded financial education through videos/vlogs, podcast series, and special events on timely financial education topics cultivated from experts across multiple industries.
  • Notice of special situations such as major economic changes and real-time market alerts.
  • Ability to arrange special purpose calls and meetings.
  • An annual financial planning meeting.
  • A deep dive consulting sessions on individual and shared values and vision, helping individuals, couples, families, and organizations create and work toward better-aligned goals. (addt'l sessions avail by the hour
  • Ability to have taxes prepared by our partner CPA team for a one-time additional fee.

Trailblazer Level - $179/month

Ideal for clients with slightly more complex planning needs and a single/household annual income range of $110,000-200,000.


Services Provided:

  • No minimum asset level to become a client.
  • Access to institutional model money management and advanced asset management.
  • Access to award-winning, fully-digital, mobile financial planning app for "dashboarding" entire financial picture, financial goal tracking, account aggregation, tax optimization, cash flow analysis & budgeting, financial projections and planning, liabilities/loan management, social security projections, etc.
  • Investment analysis on all of your investment accounts, including those not under management by Mission Advisory Group (such as your current 401k).
  • No commissions or platform fees.
  • An employee benefits review session, with assistance during open enrollment.
  • Assistance with college savings/planning.
  • Access to expanded financial education through videos/vlogs, podcast series, and special events on timely financial education topics cultivated from experts across multiple industries.
  • Notice of special situations such as major economic changes and real-time market alerts.
  • Ability to arrange special purpose calls and meetings.

WITH ADDITION OF:

  • Semiannual financial planning meetings.
  • Business planning assistance, if small business owner.
  • Two deep dive consulting sessions on individual and shared values and vision, helping individuals, couples, families, and organizations create and work toward better-aligned goals. (addt'l sessions avail by the hour).
  • Commission-free advanced insurance planning for life policies and annuities.
  • Tax Planning: tax strategy and optimization.
  • Ability to have taxes prepared by our partner CPA team for a one-time additional fee.
  • Estate Planning: a will-based planning session jointly with us, guided by our expert partners in estate planning.

Torchbearer Level - $269/month

Ideal for clients with complex planning needs and a single/household annual income range of $200,000+ who need estate planning services, advanced insurance planning, intergenerational / legacy wealth planning, and ongoing support of complex financial planning.


Services Provided:

  • No minimum asset level to become a client.
  • Access to institutional model money management and advanced asset management.
  • Access to award-winning, fully-digital, mobile financial planning app for "dashboarding" entire financial picture, financial goal tracking, account aggregation, tax optimization, cash flow analysis & budgeting, financial projections and planning, liabilities/loan management, social security projections, etc.
  • Investment analysis on all of your investment accounts, including those not under management by Mission Advisory Group (such as your current 401k).
  • No commissions or platform fees.
  • An employee benefits review session, with assistance during open enrollment.
  • Assistance with college savings/planning.
  • Access to video, vlog, and podcast series on timely financial education, cultivated from experts across multiple industries, to better educate you.
  • Notice of special situations such as major economic changes and real-time market alerts.
  • Ability to arrange special purpose calls and meetings.

WITH ADDITION OF:

  • Quarterly meetings/calls for financial planning purposes.
  • Business planning assistance, if small business owner.
  • Four deep dive consulting sessions on individual and shared values and vision, helping individuals, couples, families, and organizations create and work toward better-aligned goals. (addt'l sessions avail by the hour).
  • Commission-free advanced insurance planning for life policies and annuities.
  • Tax Planning: tax strategy and optimization.
  • Ability to have taxes prepared by our partner CPA team for a one-time additional fee.
  • Intergenerational / Legacy Wealth Planning.
  • Estate Planning: sessions for both will-based and trust-based planning jointly with us, guided by our expert partners in estate planning.

Tax preparation by partner CPA's:

Tax preparation by our partner CPA's is available at an additional one-time cost, based on complexity. Some clients may find benefit in the efficiency of handling financial planning, investment management, and tax preparation under one "virtual" roof by connected professional groups, communicating with each other, providing one point of service for payment, and creating one reporting stream.



Talk with us!