MISSION: ADVICE

Overview

Mission: Advice operates as an independent registered investment adviser serving individual and family clients. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers, together with educational seminars and workshops. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and is identified as a capital allocator that uses third‑party managers for certain alternative exposures. Investment activity is concentrated in pooled public vehicles—mutual funds and similar public funds—rather than direct concentrated equity positions. The firm reports no active ESG investing program and does not describe a multi‑state footprint. Mission: Advice also lists an affiliation with an insurance company, which can influence the product shelf and planning solutions offered to clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices