Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $300K | 0.40% |
| $300K - $500K | 0.30% |
| $500K+ | 0.20% |
The standard Managed Accounts Fee Schedule may be waived or discounted by agreement between us and your Plan Sponsor. Certain legacy clients of our Managed Accounts service pay fees lower than our standard Fee Schedule shown above. If you enroll multiple accounts in Managed Accounts, the lowest Fee Schedule available to you will apply to all of your enrolled Managed Accounts.
Fee Estimator
If you enroll in Managed Accounts, you'll pay an annual advisory fee based on the month-end assets in your enrolled MissionSquare Account(s). The fee is deducted pro-rata in arrears against all eligible investments in your Managed Account(s) on a monthly basis. We do not charge you a separate advisory fee for Fund Advice.
Areas of Practice
Advisor Information
Office location
777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bree is a member of Mahogany Ridge, LLC, a potential future rental property, since January 2024. She anticipates minimal administrative duties related to this non-investment related activity.