OLD MISSION INVESTMENT COMPANY, LLC
Traverse City, Michigan
5.0
2 Reviews
Old Mission Investment Company, LLC is a reputable local investment advisory firm located in Traverse City, MI. With two offices in the area, they have established a strong presence in the community. The company boasts a team of ten dedicated employees, six of whom specialize in providing comprehensive investment advisory services. Known for their expertise in managing assets, Old Mission Investment Company, LLC maintains an average of approximately $100,370,000 in assets under management per investment advisor, aligning with the industry standard. Their compensation structure is flexible and offers various options, including a p...
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Assets Under Mgmt

$602.23M

Investment Professionals

6

Locations

1

% 401K & Individual

83%

% Discretionary

69%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Publication of periodicals or newsletters
Other: CONSULTATION SERVICES
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