Missionsquare Retirement

CRD#108783
Investment Advisor Firm

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Learn more about Missionsquare Retirement

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Missionsquare Retirement is located at 777 North Capitol Street Ne, Suite 600, Washington, DC. The firm employs 224 financial advisors to manage client portfolios and provide financial guidance. Missionsquare Retirement is not a registered broker-dealer.

    Missionsquare Retirement oversees $668.2 million in assets under management across 1 account, which is non-discretionary. The services offered include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The firm caters to insurance companies, which are also the largest client type by accounts. The fee structure at Missionsquare Retirement is asset-based. The firm maintains affiliations with a broker-dealer or securities dealer, a trust company, and a commodity pool advisor.

    Missionsquare Retirement is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $668.2 million

    Number of Advisors

    224

    Disclosures

    No

    Office Location

    777 North Capitol Street Ne, Suite 600
    Washington, DC 20002-4240

    Missionsquare Retirement by the Numbers

    Total Assets Under Management

    $668.2 million

    National Average: $8.6 billion
    Total Number of Employees

    623

    National Average: 64
    Total Number of Accounts

    1

    National Average: 375,227
    Average Account Size

    $668.2 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial advisory services usually vary depending on the type of financial services provided. Fees charged by Missionsquare Retirement typically consist of the following fee type: asset-based.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm provides services to insurance companies. Missionsquare Retirement's largest client type by number of accounts is insurance companies.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Missionsquare Retirement does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Missionsquare Retirement

    Daryl Pereira Dennis
    Washington, DC
    Christian Lee
    Santa Clara, CA
    Jarrod Harrison
    Champions Gate, FL
    Sean Payton
    Washington, DC
    Kenneth Hartos
    Franklin Lakes, NJ
    Zachary Pitman
    Washington, DC
    Gabriel Zamacona
    Edgewood, WA
    Richert Hart
    Glenview, IL
    Ryan Carpenter
    Washington, DC

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