Mission Hill Advisors, LLC

Mission Hill Advisors, LLC, established in 2014 by Hal Peterson, is a Registered Investment Adviser based in Austin, Texas. The firm specializes in providing investment advice, consulting, and asset management services to family offices, high-net-worth individuals, endowments, and foundations. As an independent firm, Mission Hill acts as a fiduciary, prioritizing clients' best interests. The firm's services include investment consulting, asset management on a discretionary or nondiscretionary basis, and the design and administration of Restricted Stock Trading Plans and concentrated position hedging strategies. For investment consulting services, Mission Hill charges $500 per hour with a minimum of 20 hours, and retainer fees range from $10,000 to $20,000 monthly. Asset management services require a minimum account opening balance of $10,000,000 and a minimum fee of $20,000, with fees ranging from 0.25% to 0.65% based on the portfolio size. The firm does not charge performance-based fees and manages $137,000,000 on a discretionary basis. Mission Hill Advisors does not participate in soft-dollar programs and does not have custody of client assets. The firm uses Schwab Institutional as the custodian and broker-dealer for client accounts. Hal Peterson, the firm's principal, has a Bachelor of Science in Economics and holds the Certified Investment Management Analyst (CIMA) designation. He has a wealth of experience in the financial industry and serves in various advisory and committee roles in the community. No disciplinary history or conflicts of interest are reported for the firm or Hal Peterson.