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custodians:",[1104],{"type":38},{"text":1106,"type":22}," Assets held at Fidelity and Charles Schwab ensure transparency and separation of functions.","Pros",{"_uid":1109,"text":1110,"title":1147,"component":972},"808a8218-0db4-4ef3-8913-ae09a196d040",{"type":15,"content":1111},[1112],{"type":912,"content":1113},[1114,1125,1136],{"type":915,"content":1115},[1116],{"type":18,"attrs":1117,"content":1118},{"textAlign":34},[1119,1123],{"text":1120,"type":22,"marks":1121},"High minimums:",[1122],{"type":38},{"text":1124,"type":22}," Comprehensive wealth management typically requires $1 million in assets or a $10,000 annual minimum fee.",{"type":915,"content":1126},[1127],{"type":18,"attrs":1128,"content":1129},{"textAlign":34},[1130,1134],{"text":1131,"type":22,"marks":1132},"Not low-cost:",[1133],{"type":38},{"text":1135,"type":22}," Pricing is competitive for human advice but higher than robo-advisors.",{"type":915,"content":1137},[1138],{"type":18,"attrs":1139,"content":1140},{"textAlign":34},[1141,1145],{"text":1142,"type":22,"marks":1143},"Limited automation:",[1144],{"type":38},{"text":1146,"type":22}," Focuses on advisor relationships, not self-directed investing.","Cons",{"_uid":1149,"text":1150,"title":1189,"component":972},"8a636afb-c045-48b6-9a7b-60da5aff2ce8",{"type":15,"content":1151},[1152],{"type":912,"content":1153},[1154,1161,1168,1175,1182],{"type":915,"content":1155},[1156],{"type":18,"attrs":1157,"content":1158},{"textAlign":34},[1159],{"text":1160,"type":22},"Affluent and high-net-worth investors",{"type":915,"content":1162},[1163],{"type":18,"attrs":1164,"content":1165},{"textAlign":34},[1166],{"text":1167,"type":22},"Families with complex needs",{"type":915,"content":1169},[1170],{"type":18,"attrs":1171,"content":1172},{"textAlign":34},[1173],{"text":1174,"type":22},"Women investors",{"type":915,"content":1176},[1177],{"type":18,"attrs":1178,"content":1179},{"textAlign":34},[1180],{"text":1181,"type":22},"Professionals seeking fiduciary oversight",{"type":915,"content":1183},[1184],{"type":18,"attrs":1185,"content":1186},{"textAlign":34},[1187],{"text":1188,"type":22},"Clients preferring a digital-but-human model","Who is Mission Wealth best for?",{"id":1191,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1192,"copyright":12,"fieldtype":1193,"meta_data":1194,"is_external_url":543},114886522935161,"https://a.storyblok.com/f/185166/225x225/a1dfc369c7/mission-wealth.png","asset",{},"Mission Wealth review ","https://v2.unbiased.com/inquiry/financial-advisor/primary-areas","company-summary-box","Mission Wealth is a fiduciary, fee-based registered investment advisor (RIA) providing personalized financial planning and investment management to individuals, families, and institutions.","Not sure if Mission Wealth suits your needs? Let Unbiased find a financial advisor that does",{"_uid":1201,"data":1202,"component":794},"03013760-7723-49bc-a276-2c65d0046516",{"type":15,"content":1203},[1204,1213,1218,1224,1280,1285,1314,1323,1331,1339,1347],{"type":764,"attrs":1205,"content":1206},{"level":766,"textAlign":34},[1207],{"text":1208,"type":22,"marks":1209},"What are the pros and cons of Mission Wealth?",[1210,1212],{"type":129,"attrs":1211},{"color":773},{"type":38},{"type":18,"attrs":1214,"content":1215},{"textAlign":34},[1216],{"text":1217,"type":22},"Mission Wealth offers a comprehensive, advisor-led wealth management experience for clients seeking personalized planning, fiduciary guidance, and coordinated investment strategies. Its blend of expert advisors, tiered service options, and digital tools appeals to investors who want a holistic approach to long-term financial management. However, its focus on relationship-based advice and higher account minimums may make it less accessible to smaller investors.",{"type":764,"attrs":1219,"content":1221},{"level":1220,"textAlign":34},3,[1222],{"text":1223,"type":22},"Pros of Mission Wealth",{"type":912,"content":1225},[1226,1235,1244,1253,1262,1271],{"type":915,"content":1227},[1228],{"type":18,"attrs":1229,"content":1230},{"textAlign":34},[1231,1234],{"text":1047,"type":22,"marks":1232},[1233],{"type":38},{"text":1051,"type":22},{"type":915,"content":1236},[1237],{"type":18,"attrs":1238,"content":1239},{"textAlign":34},[1240,1243],{"text":1058,"type":22,"marks":1241},[1242],{"type":38},{"text":1062,"type":22},{"type":915,"content":1245},[1246],{"type":18,"attrs":1247,"content":1248},{"textAlign":34},[1249,1252],{"text":1069,"type":22,"marks":1250},[1251],{"type":38},{"text":1073,"type":22},{"type":915,"content":1254},[1255],{"type":18,"attrs":1256,"content":1257},{"textAlign":34},[1258,1261],{"text":1080,"type":22,"marks":1259},[1260],{"type":38},{"text":1084,"type":22},{"type":915,"content":1263},[1264],{"type":18,"attrs":1265,"content":1266},{"textAlign":34},[1267,1270],{"text":1091,"type":22,"marks":1268},[1269],{"type":38},{"text":1095,"type":22},{"type":915,"content":1272},[1273],{"type":18,"attrs":1274,"content":1275},{"textAlign":34},[1276,1279],{"text":1102,"type":22,"marks":1277},[1278],{"type":38},{"text":1106,"type":22},{"type":764,"attrs":1281,"content":1282},{"level":1220,"textAlign":34},[1283],{"text":1284,"type":22},"Cons of Mission Wealth",{"type":912,"content":1286},[1287,1296,1305],{"type":915,"content":1288},[1289],{"type":18,"attrs":1290,"content":1291},{"textAlign":34},[1292,1295],{"text":1120,"type":22,"marks":1293},[1294],{"type":38},{"text":1124,"type":22},{"type":915,"content":1297},[1298],{"type":18,"attrs":1299,"content":1300},{"textAlign":34},[1301,1304],{"text":1131,"type":22,"marks":1302},[1303],{"type":38},{"text":1135,"type":22},{"type":915,"content":1306},[1307],{"type":18,"attrs":1308,"content":1309},{"textAlign":34},[1310,1313],{"text":1142,"type":22,"marks":1311},[1312],{"type":38},{"text":1146,"type":22},{"type":764,"attrs":1315,"content":1316},{"level":766,"textAlign":34},[1317],{"text":1318,"type":22,"marks":1319},"Mission Wealth fees: How much does Mission Wealth cost?",[1320,1322],{"type":129,"attrs":1321},{"color":773},{"type":38},{"type":18,"attrs":1324,"content":1325},{"textAlign":34},[1326],{"text":1327,"type":22,"marks":1328},"Mission Wealth has a transparent, tiered pricing structure that varies by service type and assets under management (AUM). ",[1329],{"type":129,"attrs":1330},{"color":773},{"type":18,"attrs":1332,"content":1333},{"textAlign":34},[1334],{"text":1335,"type":22,"marks":1336},"As mentioned, the firm offers several solution lines that cater to clients across different levels of financial complexity. ",[1337],{"type":129,"attrs":1338},{"color":773},{"type":18,"attrs":1340,"content":1341},{"textAlign":34},[1342],{"text":1343,"type":22,"marks":1344},"Advisory fees are based on the fair-market value of client assets and are generally billed quarterly in arrears.",[1345],{"type":129,"attrs":1346},{"color":773},{"type":18,"attrs":1348,"content":1349},{"textAlign":34},[1350],{"text":1351,"type":22,"marks":1352},"Here is a breakdown of the most common fee structures and amounts: ",[1353],{"type":129,"attrs":1354},{"color":773},{"_uid":1356,"caption":12,"content":1357,"component":1375,"show_search":543,"paste_content":1376,"number_of_rows":1405,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"2d00cde7-08ab-41c8-8706-9db3343e16e6",{"tbody":1358,"thead":1368,"fieldtype":1374},[1359],{"_uid":1360,"body":1361,"component":1367},"ee68f7d5-877d-4dc9-ab94-4c422fc57f2d",[1362,1365],{"_uid":1363,"value":12,"component":1364},"1bcc012d-b6a1-4bf0-bf6c-4d5358b165f1","_table_col",{"_uid":1366,"value":12,"component":1364},"3c7c57f9-91b4-489f-8ff5-0605790e0b0f","_table_row",[1369,1372],{"_uid":1370,"value":12,"component":1371},"412e2863-3aa6-4dcd-a93a-4aa7b2417c67","_table_head",{"_uid":1373,"value":12,"component":1371},"dcd3f4f8-1723-493e-8138-20552f3d8880","table","article-table",{"type":15,"content":1377},[1378,1383,1388,1393,1398,1403],{"type":18,"attrs":1379,"content":1380},{"textAlign":34},[1381],{"text":1382,"type":22},"Category\tFee structure/amount\tBilling method",{"type":18,"attrs":1384,"content":1385},{"textAlign":34},[1386],{"text":1387,"type":22},"Wealth Management\tTiered AUM fees between 1% and 0.50%.\tQuarterly in advance",{"type":18,"attrs":1389,"content":1390},{"textAlign":34},[1391],{"text":1392,"type":22},"MissionForward (Emerging Wealth)\tUnder $500,000 – $425 per month Over $500,000 – 1.00% AUM\tMonthly in arrears / Quarterly in advance",{"type":18,"attrs":1394,"content":1395},{"textAlign":34},[1396],{"text":1397,"type":22},"Service charges\tBased on client AUM\tQuarterly in arrears",{"type":18,"attrs":1399,"content":1400},{"textAlign":34},[1401],{"text":1402,"type":22},"Third-party costs\tAdditional custodian transaction fees and fund-level expenses\tAs incurred",{"type":18,"attrs":1404},{"textAlign":34},"10",{"_uid":1407,"data":1408,"component":794},"8f2adb1b-69f6-4439-8e9b-50e0dc97e210",{"type":15,"content":1409},[1410,1418,1426,1434,1442],{"type":18,"attrs":1411,"content":1412},{"textAlign":34},[1413],{"text":1414,"type":22,"marks":1415},"Overall, pricing is consistent with that of advisor-led firms, which provide personalized planning, active portfolio management, and long-term wealth coordination, making it most suitable for clients who value ongoing professional oversight over minimal fees.",[1416],{"type":129,"attrs":1417},{"color":773},{"type":764,"attrs":1419,"content":1420},{"level":766,"textAlign":34},[1421],{"text":1422,"type":22,"marks":1423},"What is Mission Wealth’s minimum account size?",[1424],{"type":129,"attrs":1425},{"color":773},{"type":18,"attrs":1427,"content":1428},{"textAlign":34},[1429],{"text":1430,"type":22,"marks":1431},"For its Wealth Management service, the firm generally requires a minimum of $1,000,000 in AUM. ",[1432],{"type":129,"attrs":1433},{"color":773},{"type":18,"attrs":1435,"content":1436},{"textAlign":34},[1437],{"text":1438,"type":22,"marks":1439},"A separate minimum annual service fee of $10,000 also applies in most cases. Both may be waived at the firm’s discretion.",[1440],{"type":129,"attrs":1441},{"color":773},{"type":18,"attrs":1443,"content":1444},{"textAlign":34},[1445,1450,1461],{"text":1446,"type":22,"marks":1447},"By contrast, MissionForward (Emerging Wealth) serves clients below the ",[1448],{"type":129,"attrs":1449},{"color":773},{"text":1451,"type":22,"marks":1452},"$1 million ",[1453,1456,1459],{"type":31,"attrs":1454},{"href":1455,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://missionwealth.com/frequently-asked-questions/",{"type":129,"attrs":1457},{"color":1458},"#0000FF",{"type":1460},"underline",{"text":1462,"type":22,"marks":1463},"level and charges a flat monthly or standard AUM-based fee instead.",[1464],{"type":129,"attrs":1465},{"color":773},{"_uid":1467,"caption":12,"content":1468,"component":1375,"show_search":543,"paste_content":1482,"number_of_rows":1405,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"bd33b0ae-1c6b-4140-85f0-38fadb0a476b",{"tbody":1469,"thead":1477,"fieldtype":1374},[1470],{"_uid":1471,"body":1472,"component":1367},"72f974f2-2ad4-4a9e-bb64-30a5dadf0b3b",[1473,1475],{"_uid":1474,"value":12,"component":1364},"f58b818c-7f9e-47c4-a857-f551a2611f93",{"_uid":1476,"value":12,"component":1364},"33d9fdf7-4d34-491b-943b-796432e7dc81",[1478,1480],{"_uid":1479,"value":12,"component":1371},"02a8b6aa-8a81-4d73-be72-605f335d7f37",{"_uid":1481,"value":12,"component":1371},"6c540cbb-3082-473d-9428-7b62f57c7982",{"type":15,"content":1483},[1484,1489,1494,1499,1504],{"type":18,"attrs":1485,"content":1486},{"textAlign":34},[1487],{"text":1488,"type":22},"Service type\tMinimum investment\tRelated Fees / Conditions",{"type":18,"attrs":1490,"content":1491},{"textAlign":34},[1492],{"text":1493,"type":22},"Wealth Management\t$1,000,000AUM\tMinimum annual service fee of$10,000.",{"type":18,"attrs":1495,"content":1496},{"textAlign":34},[1497],{"text":1498,"type":22},"MissionForward (Emerging Wealth)\tNo stated minimum\tPortfolios under $500,000 – $425/month",{"type":18,"attrs":1500,"content":1501},{"textAlign":34},[1502],{"text":1503,"type":22},"Over $500,000 – 1.00 % AUM.",{"type":18,"attrs":1505,"content":1506},{"textAlign":34},[1507],{"text":1508,"type":22},"Family Office / Private Client / Integrated Wealth\tVaries by service scope\tHigher tiers typically serve multimillion-dollar portfolios depending on complexity and planning needs.",{"_uid":1510,"data":1511,"component":794},"bae9bdb2-6340-480e-8f7d-24d4cc5b487c",{"type":15,"content":1512},[1513,1521,1529,1537,1594,1599,1634,1695,1703,1711,1719,1727,1735,1743,1751,1759,1767,1775,1783,1791,1799,1807,1815,1823,1831,1852],{"type":764,"attrs":1514,"content":1515},{"level":766,"textAlign":34},[1516],{"text":1517,"type":22,"marks":1518},"Who should choose Mission Wealth?",[1519],{"type":129,"attrs":1520},{"color":773},{"type":18,"attrs":1522,"content":1523},{"textAlign":34},[1524],{"text":1525,"type":22,"marks":1526},"Mission Wealth is best suited for investors seeking a comprehensive, advisor-led experience that combines personalized planning with professional portfolio management.",[1527],{"type":129,"attrs":1528},{"color":773},{"type":764,"attrs":1530,"content":1531},{"level":1220,"textAlign":34},[1532],{"text":1533,"type":22,"marks":1534},"Mission Wealth works well for:",[1535],{"type":129,"attrs":1536},{"color":773},{"type":912,"content":1538},[1539,1550,1561,1572,1583],{"type":915,"content":1540},[1541],{"type":18,"attrs":1542,"content":1543},{"textAlign":34},[1544,1548],{"text":1545,"type":22,"marks":1546},"Affluent and high-net-worth investors:",[1547],{"type":38},{"text":1549,"type":22}," Those with sizable portfolios who need coordinated strategies across investments, tax, and estate planning.",{"type":915,"content":1551},[1552],{"type":18,"attrs":1553,"content":1554},{"textAlign":34},[1555,1559],{"text":1556,"type":22,"marks":1557},"Families with complex needs:",[1558],{"type":38},{"text":1560,"type":22}," The Private Client and Family Office tiers support multi-generational planning and succession management.",{"type":915,"content":1562},[1563],{"type":18,"attrs":1564,"content":1565},{"textAlign":34},[1566,1570],{"text":1567,"type":22,"marks":1568},"Women investors:",[1569],{"type":38},{"text":1571,"type":22}," Offers tailored advice for women navigating divorce, inheritance, or other major life changes.",{"type":915,"content":1573},[1574],{"type":18,"attrs":1575,"content":1576},{"textAlign":34},[1577,1581],{"text":1578,"type":22,"marks":1579},"Professionals seeking fiduciary oversight:",[1580],{"type":38},{"text":1582,"type":22}," Advisors provide proactive rebalancing, goal tracking, and ongoing strategy reviews.",{"type":915,"content":1584},[1585],{"type":18,"attrs":1586,"content":1587},{"textAlign":34},[1588,1592],{"text":1589,"type":22,"marks":1590},"Clients preferring a digital-but-human model:",[1591],{"type":38},{"text":1593,"type":22}," The MissionForward platform provides accessible, tech-enabled fiduciary advice for smaller investors.",{"type":764,"attrs":1595,"content":1596},{"level":1220,"textAlign":34},[1597],{"text":1598,"type":22},"Mission Wealth might not work as well for:",{"type":912,"content":1600},[1601,1612,1623],{"type":915,"content":1602},[1603],{"type":18,"attrs":1604,"content":1605},{"textAlign":34},[1606,1610],{"text":1607,"type":22,"marks":1608},"Cost-sensitive investors:",[1609],{"type":38},{"text":1611,"type":22}," Fees are higher than those of robo-advisors or low-cost platforms.",{"type":915,"content":1613},[1614],{"type":18,"attrs":1615,"content":1616},{"textAlign":34},[1617,1621],{"text":1618,"type":22,"marks":1619},"Active traders:",[1620],{"type":38},{"text":1622,"type":22}," The firm’s long-term approach doesn’t cater to frequent trading.",{"type":915,"content":1624},[1625],{"type":18,"attrs":1626,"content":1627},{"textAlign":34},[1628,1632],{"text":1629,"type":22,"marks":1630},"Hands-off investors:",[1631],{"type":38},{"text":1633,"type":22}," The advisor-focused model involves regular communication and reviews, which may not suit those preferring automation.",{"type":18,"attrs":1635,"content":1636},{"textAlign":34},[1637,1639,1651,1653,1665,1667,1679,1681,1693],{"text":1638,"type":22},"Investors seeking similar services might look at ",{"text":1640,"type":22,"marks":1641},"Creative Planning",[1642],{"type":31,"attrs":1643},{"href":1644,"uuid":1645,"anchor":34,"target":35,"linktype":74,"story":1646},"/discover/financial-advice/creative-planning-review","66511e14-6679-438d-a246-3a9878a25f96",{"name":1647,"id":1648,"uuid":1645,"slug":1649,"url":1650,"full_slug":1650,"_stopResolving":558},"Creative Planning Review",504480505,"creative-planning-review","discover/financial-advice/creative-planning-review",{"text":1652,"type":22},", which offers integrated investment, tax, and legal advice for a more all-in-one experience. ",{"text":1654,"type":22,"marks":1655},"Mariner Wealth Advisors",[1656],{"type":31,"attrs":1657},{"href":1658,"uuid":1659,"anchor":34,"target":35,"linktype":74,"story":1660},"/discover/financial-advice/mariner-wealth-advisors-review","c2a6e91c-e70d-4791-9a60-dc4f83aec78d",{"name":1661,"id":1662,"uuid":1659,"slug":1663,"url":1664,"full_slug":1664,"_stopResolving":558},"Mariner Wealth Advisors review",104894191918597,"mariner-wealth-advisors-review","discover/financial-advice/mariner-wealth-advisors-review",{"text":1666,"type":22}," has a broader national reach and strong estate-planning support, while ",{"text":1668,"type":22,"marks":1669},"EP Wealth Advisors",[1670],{"type":31,"attrs":1671},{"href":1672,"uuid":1673,"anchor":34,"target":35,"linktype":74,"story":1674},"/discover/financial-advice/ep-wealth-advisors-review","1cf8e15e-458b-48d7-936a-5dfcb7613cfb",{"name":1675,"id":1676,"uuid":1673,"slug":1677,"url":1678,"full_slug":1678,"_stopResolving":558},"EP Wealth Advisors review",104979201599215,"ep-wealth-advisors-review","discover/financial-advice/ep-wealth-advisors-review",{"text":1680,"type":22}," provides lower minimums and fee-only management. For a digital-first option, ",{"text":1682,"type":22,"marks":1683},"Facet Wealth",[1684],{"type":31,"attrs":1685},{"href":1686,"uuid":1687,"anchor":34,"target":35,"linktype":74,"story":1688},"/discover/financial-advice/facet-wealth-review","12bf1529-bcf7-4433-b26e-a8ec2a924209",{"name":1689,"id":1690,"uuid":1687,"slug":1691,"url":1692,"full_slug":1692,"_stopResolving":558},"Facet Wealth review",91501363066108,"facet-wealth-review","discover/financial-advice/facet-wealth-review",{"text":1694,"type":22}," delivers fiduciary planning online at a lower cost. Each offers a different balance of personalization, accessibility, and price compared with Mission Wealth’s advisor-led approach.",{"type":764,"attrs":1696,"content":1697},{"level":766,"textAlign":34},[1698],{"text":1699,"type":22,"marks":1700},"Mission Wealth: Is it secure? ",[1701],{"type":129,"attrs":1702},{"color":773},{"type":18,"attrs":1704,"content":1705},{"textAlign":34},[1706],{"text":1707,"type":22,"marks":1708},"Mission Wealth is considered a secure and well-regulated advisory firm. ",[1709],{"type":129,"attrs":1710},{"color":773},{"type":18,"attrs":1712,"content":1713},{"textAlign":34},[1714],{"text":1715,"type":22,"marks":1716},"As an SEC-registered investment advisor, it operates under fiduciary standards that legally require the firm to act in each client’s best interest. ",[1717],{"type":129,"attrs":1718},{"color":773},{"type":18,"attrs":1720,"content":1721},{"textAlign":34},[1722],{"text":1723,"type":22,"marks":1724},"Client assets are custodied by independent, SEC-registered institutions such as Charles Schwab & Co., Inc. and Fidelity Brokerage Services, LLC, rather than held directly by Mission Wealth. ",[1725],{"type":129,"attrs":1726},{"color":773},{"type":18,"attrs":1728,"content":1729},{"textAlign":34},[1730],{"text":1731,"type":22,"marks":1732},"These custodians provide Securities Investor Protection Corporation (SIPC) coverage of up to $500,000 per client, including $250,000 for cash balances, protecting investors in the event of brokerage insolvency but not against market fluctuations.",[1733],{"type":129,"attrs":1734},{"color":773},{"type":18,"attrs":1736,"content":1737},{"textAlign":34},[1738],{"text":1739,"type":22,"marks":1740},"While no online system is completely risk-free, Mission Wealth’s use of independent custodians, encryption safeguards, and regulated fiduciary oversight ensures its security level is consistent with major US financial institutions.",[1741],{"type":129,"attrs":1742},{"color":773},{"type":764,"attrs":1744,"content":1745},{"level":766,"textAlign":34},[1746],{"text":1747,"type":22,"marks":1748},"Mission Wealth: Customer service",[1749],{"type":129,"attrs":1750},{"color":773},{"type":18,"attrs":1752,"content":1753},{"textAlign":34},[1754],{"text":1755,"type":22,"marks":1756},"Mission Wealth’s customer service is centered on a dedicated advisor relationship rather than a centralized support center. ",[1757],{"type":129,"attrs":1758},{"color":773},{"type":18,"attrs":1760,"content":1761},{"textAlign":34},[1762],{"text":1763,"type":22,"marks":1764},"Clients consistently work with their assigned advisory team, which typically includes a wealth advisor and client service professionals who handle financial planning, investment management, and account 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seeking low-cost, self-directed, or automated investing solutions.",[1821],{"type":129,"attrs":1822},{"color":773},{"type":764,"attrs":1824,"content":1825},{"level":1220,"textAlign":34},[1826],{"text":1827,"type":22,"marks":1828},"Get expert financial advice",[1829],{"type":129,"attrs":1830},{"color":773},{"type":18,"attrs":1832,"content":1833},{"textAlign":34},[1834,1839,1847],{"text":1835,"type":22,"marks":1836},"If you need expert financial advice, Unbiased can ",[1837],{"type":129,"attrs":1838},{"color":773},{"text":1840,"type":22,"marks":1841},"match you with a financial advisor",[1842,1844,1846],{"type":31,"attrs":1843},{"href":1196,"uuid":34,"anchor":34,"target":34,"linktype":36},{"type":129,"attrs":1845},{"color":1458},{"type":1460},{"text":1848,"type":22,"marks":1849}," who will help you manage your money and maximize your investments.",[1850],{"type":129,"attrs":1851},{"color":773},{"type":764,"attrs":1853,"content":1854},{"level":766,"textAlign":34},[1855],{"text":1856,"type":22,"marks":1857},"Frequently asked questions",[1858,1859],{"type":38},{"type":1860},"italic",{"_uid":1862,"component":1863,"accordions":1864},"6bcbfd02-2e37-48b7-af36-3932fe4e95d9","app-accordion-group",[1865,1950,1969],{"_uid":1866,"text":1867,"title":1948,"component":1949},"4d45d93c-5fb4-43ca-b730-c79f8f06aea6",{"type":15,"content":1868},[1869],{"type":912,"content":1870},[1871,1882,1893,1904,1915,1926,1937],{"type":915,"content":1872},[1873],{"type":18,"attrs":1874,"content":1875},{"textAlign":34},[1876,1880],{"text":1877,"type":22,"marks":1878},"Fee-only fiduciary firm",[1879],{"type":38},{"text":1881,"type":22}," – legally required to act in clients’ best interests and does not take 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As an SEC-registered investment adviser founded in 2000, they are legally and ethically obligated to act in their clients' best interests.",[1981],{"type":129,"attrs":1982},{"color":833},"Is Mission Wealth a fiduciary? 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