Mission Capital Advisors Inc. is a newly launched financial advisor firm based in San Francisco, California. It specializes in portfolio management and financial planning services.
Mission Capital Advisors Background
Preston Dodd launched Mission Capital Advisors in 2018. Beforehand, Dodd was part of the venture capital services group at Credit Suisse. He also served in various investment and financial modeling positions at AllianceBernstein.
What Types of Clients Does Mission Capital Advisors Accept?
Mission Capital Advisors offers its services to:
- Individuals including high-net-worth individuals
- Trusts
- Estates
- Businesses
- Charitable organizations
Mission Capital Advisors Minimum Account Size
The firm requires a minimum investment of $100,000 to open and maintain an account.
Services Offered by Mission Capital Advisors
Mission Capital Advisors offers portfolio management and financial planning services. The firm builds and manages an investment portfolio that mirrors the client’s risk tolerance, financial goals and other personal factors. Mission Capital Advisors would then monitor this portfolio and make adjustments if it deems them necessary based on changes in market conditions and the client's financial situation.
Additionally, the firm designs long-term financial plans for its clients. After meeting with them, Mission Capital Advisors determines their needs and the scope of the services it recommends.
This plan may address various financial topics including:
- Estate planning
- Education funding through 529 plans
- Retirement saving
- Trust management
Mission Capital Advisors Investment Philosophy
When determining investment decisions, the firm may employ various analytical strategies. We briefly describe such strategies below:
Charting analysis - seeks to predict the price movements of specific securities by utilizing mathematical equations around trade and volume information before applying that data to charts and other visuals.
Fundamental analysis - seeks to assess the true value of a company's stock by analyzing various points such as the firm’s financial health, the status of its industry and the shape of its management team.
Technical analysis - studies previous price patterns and trends in the markets to predict the direction of the overall market and specific stocks.
Fees Under Mission Capital Advisors
Mission Capital Advisors charges advisory management fees as a fraction of the assets that the firm manages in a specific account. That fee follows the current fee schedule we display below.
Moreover, you can see how Mission Capital Advisor fees compared to median fees across the industry. The firm bills this annual fee quarterly in advance based on the value of assets on the last day of the previous quarter.
What to Watch Out For
Mission Capital Advisors is just testing the investment advisory waters after launching in 2018. According to the last firm brochure it filed with the Securities and Exchange Commission (SEC) in March 2019, Mission Capital Advisors currently has no clients or assets under management (AUM). However, it is a registered investment advisor (RIA).
Mission Capital Advisors currently has no official website. It also shares no relation to "Mission Capital Advisors" based in New York, New York. That separate firm is a real estate and debt capital markets solutions provider.
Mission Capital Advisors Disclosures
As of the time of this writing, Mission Capital Advisors has had no disciplinary or legal events to report in its filings with the SEC.
Opening an Account With Mission Capital Advisors
To contact Mission Capital Advisors, call the firm at (415) 663-6764.
Where Is Mission Capital Advisors Located?
Mission Capital Advisors is located at the following address:
1390 Market Street, Suite 200
San Francisco, California 94102.
All information was accurate as of the writing of this article.
Tips on Finding the Right Financial Advisor
- Compare advisors before choosing one. Their expertise, fees and other crucial factors can vary greatly. To help you narrow the field, we created a financial advisor matching tool. It recommends up to three advisors in your area after you answer some simple questions about your financial situation and goals.
- When evaluating advisors, make sure you ask about their certifications. They’re not required to have any in order to work in the industry. So the ones who went to the effort of gaining one have specialized training. If they’re certified financial planners (CFPs), they may also have to follow higher fiduciary standards. This means they must provide financial planning advice solely in your best interest or face strict sanctions.
