A comprehensive and coordinated approach to managing your wealth
Mission Hills Financial’s One Stop Solution™ is a comprehensive wealth management strategy designed to address a broad range of a client’s financial needs under a single, transparent asset management fee. In one place, clients gain access to a full suite of financial services.
At Mission Hills Financial, we believe stronger results can be achieved when your entire advisory team works as one.
Too often, clients are left managing communication between various professionals, relaying messages, tracking down documents, and following up on tasks. The burden lands on the person with the most at stake: the client.
Our integrated team reduces that burden by communicating internally, collaborating in real time, and operating with a shared understanding of your financial picture - helping you move forward with greater clarity and coordination.
Our Firm vs Other Firms: What’s The Difference?
While many firms charge around 1% for asset management services, our One Stop Solution provides additional planning and coordination services within a similar fee structure.
*Our fee is less than 1% for accounts over $1,000,000
Mission Hills Financial | Other Advisors | |
|---|---|---|
Investment Portfolio Management | ||
Financial Planning | Sometimes Included | |
Tax Preparation (Returns Filed) | Referred out or billed separately | |
Advanced Tax Planning | Referred out or billed separately | |
Estate Planning | Referred out or additional legal fees | |
Estate Planning Documents (Trusts, POAs & Amendments) | Referred out or additional legal fees | |
Integrated Team | You coordinate between professionals | |
One Transparent Fee | For investments only |