We believe transparency is critical for a good relationship. We are fee-only advisors which means we don't sell anything on a commission. The fees you see below are the only way we are compensated.
Socially Responsible and Impact Investing
Minimum: $500,000 per household
Under $1,000,000 is 1.0% annually
$1,000,000 - $3,000,000 is 0.9% annually
Over $3,000,000 is 0.8% annually
Financial Planning and Coaching
More than just a plan
Our financial planning and coaching services are designed not just to develop a plan but help you implement it. We want to help create the right road map for your finances and then become a coach to help you achieve those goals.
We will hold a complimentary half hour conversation to gauge where you are in the planning process and the scope of work that is needed. After that we will present a proposal for a comprehensive financial plan which will cost $2,500-$5,000.
In very limited situations we can advise on a specific project for an hourly fee of $250/hour. Typically this is around one issue such as launching a business etc.
The persons doing business as Money With A Mission are Investment Advisor Representatives of Natural Investments, LLC. Natural Investments is an independent Registered Investment Advisor. Money With A Mission is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.
Mention of specific securities should not be considered an offer to buy or sell that security. For information on the suitability of any investment for your portfolio please contact your investment adviser.