Mission Wealth Management, Lp

Mission Wealth Management, LP (MWM) is a Registered Investment Advisor established in February 2000, with 29 Limited Partners and a focus on providing Investment Advisory Services to high-net-worth individuals and families. MWM acts as a fiduciary, committed to putting clients' interests first. Services offered include personalized portfolio management, financial planning, tax planning, estate planning, and investment management. MWM's fee structure is based on a percentage of assets managed, with fees ranging from 1.00% to 0.50% based on the asset value. The firm does not charge performance-based fees and does not accept commissions for securities sales. MWM offers investment discretion to clients, with the ability to customize portfolio allocations. The firm does not have custody of client funds and recommends custodians like Fidelity, Schwab, or TD Ameritrade. MWM does not have any disciplinary events, and clients receive regular account reviews and performance reports. The firm participates in referral programs with Fidelity and Schwab, ensuring transparency in compensation arrangements. Clients can expect unbiased advice and a commitment to acting in their best interests.