Plan for tomorrow.

Start today.

Can you envision your financial goalsbut haven't the time necessary to manage them?

Most people aren't formally taught financial literacycould you use a partner to guide you?

Do you wish you had a personally tailored approachthat can adapt as your life happens?

You don't have to face these obstacles alone.

Let's get you started.

A financial plan alone isn't enough to achieve financial wellness and independence—

you deserve financial advice over time which can be structured or on-the-go that

adapts to your personal and professional life events.

Mission Park Capital is an independent firm dedicated and committed to:

  • Empowering clients by understanding the need to Listen, Engage, Encourage, and Enable℠

  • Offering tailored, comprehensive financial advice and investment management

  • Focusing on your career and investments with a long-term perspective

  • A relationship-based purposeful alignment of behaviors and incentives with clients

  • Earning fee-only compensation solely from clients, not through commissions or third-parties

 

VALUE TO YOU

Process & Alignment
COst-Effectiveness
Purposeful
focus on you

 FOCUS ON YOU

Act as the
Finance Chair
on your
Personal Board of Directors
As a Registered Investment Advisor, adhere to a Fiduciary Standard and duty of placing
your interests first
Focus on the long-term to help you navigate and adapt to ever changing career and financial landscapes
Align incentives by investing alongside you
and offer cost-effective, transparent, fee-only pricing
 
 

OFFERINGS

INDIVIDUALS

The firm offers flat rates, and pricing is fee-only.
There is no minimum amount of assets required.
Work directly with the firm's founder, who can share his own approach and systems used for your review; your personalized planning and investing won't be handed over to anyone else.
The firm happily serves clients in-person and/or virtually,
and seeks to grow and sustain long-term relationships together with clients.

GrowTogether

Financial Planning

Customized planning with an annual meeting to review and update your living document; state-specific estate planning coordination

Career Advisement & Coaching

Ongoing advisement for networking, job searching, resume and online profile reviews, leading and managing teams, negotiating raises, and severance agreement​s

Portfolio Management

Asset allocation across all accounts (401(k), 457(b), 529s, IRAs, taxable, etc.), retirement benefit programs (Social Security, pension), and equity compensation (RSUs, etc.)

Spending Goals & Prioritization

Ongoing advisement for short- and long-term savings and spending goals, managing cash & debt (credit cards, student loans); refining the financial aspects of your life

On-the-Go

Shopping for a cash back credit card? Fork in career path? Ongoing availability for​ check-ins via text, email, phone, video-conference, and in-person

Pricing for GrowTogether

For assets under management (AUM) of:

  • Up to $300,000

    • Flat-fee price based on 1.5% of your estimated annual after-tax income, not to exceed $249 per month

    • Billed quarterly directly from in-house account

  • More than $300,000

    • $249 per month

    • Billed quarterly directly from in-house account

InvestTogether

Portfolio Management

  • Asset allocation across all taxable and tax-sheltered investment accounts (Traditional IRA, Roth IRA) managed directly by the firm

​​

  • Annual meeting to review and update

Pricing for InvestTogether

For assets under management (AUM) of:

  • Up to $250,000

    • Annual asset-based price of 1.00% AUM

    • Billed quarterly directly from in-house account

  • More than $250,000

    • $209 per month

    • Billed quarterly directly from in-house account

GettingItTogether

Financial Plan

One-time customized plan analyzing your short- and long-term financial goals, including investment analysis for all accounts, spending, debt, savings, and retirement-planning, including Social Security claiming strategy scenarios, and retirement account consolidation and distribution strategy.

Plan includes a written report with a current status overview and recommendations for client implementation.

Regarding Pricing
The firm believes transparency in pricing is important and should be shared up-front, as it is above.
Pricing reflects that this independent firm earns its compensation only from clients,
and accepts no outside commissions, 12b-1 fees, or wrap fees;
this helps prevent conflicts of interest and provide the unbiased advice clients deserve.
Pricing also reflects having started a career during a recession;
this is a firm with a focus on service while maintaining low overhead costs.
The firm stands by the value of its pricing and encourages you to compare it with your prospective advisors.

QUALIFIED CLIENTS

As determined by the U.S. Securities and Exchange Commission

Please see bottom of page for further information

Portfolio Management

  • 0.25% annual asset-based fee, billed monthly directly from in-house account

  • Annual 6% hurdle rate and high-water mark

  • Performance-based fee on gains in excess of the hurdle rate; please see table below

Assets Managed

Less than $5 million

$5,000,001 - $25 million

Over $25 million

First Five Years

30%

25%

20%

After Five Years

25%

20%

15%

  • The firm focuses on offering only one investment strategy for Qualified Clients

  • Tear sheet can be provided for informational purposes

Pricing for GettingItTogether

One-time fee: $1,500

 About

Enrique Perez is the Founder, Managing Principal and Chief Investment Officer of Mission Park Capital. He has a track record of mission-driven work and serving others.

 

As a child of immigrants seeking to help his parents, his investing and personal finance journey began with an adult education class the summer after graduating high school where—in a recurring theme throughout his career—he was the youngest person in the room.

Enrique has since spent over twenty years honing his craft as a private investor. During that time, he has also worked with a full spectrum of organizations—consulting private start-ups and non-profits, serving as a senior advisor and Chief of Staff for a $1 billion state-level Cabinet Secretariat, recruited to a $5 billion social enterprise bank to serve as a Managing Director and member of the executive management team, and served on the Investment Committee of a retirement benefits board.

 

Enrique earned a BA in History from Williams College and an MBA from Yale School of Management. He is an active alumnus for both institutions and their students. He serves on the Financial Wellness and Professional Development committees at the Boston College Club. An area native, Enrique lives in Boston, MA.

 Learn More

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The best way of preparing for the future is to take good care of the present,

because we know that if the present is made up of the past, then the future will be made up of the present.

All we need to be responsible for is the present moment.

Only the present is within our reach.

To care for the present is to care for the future.

- Thich Nhat Hanh

Certified by the City of Boston as a Minority Business Enterprise and Small Business Enterprise

Certified by the Commonwealth of Massachusetts as a Minority Business Enterprise

Additional Information, Disclosures & Disclaimers

Mission Park Capital, LLC ("Mission Park Capital" or the "Firm") is a Registered Investment Advisor ("RIA"), registered with the Securities Division of the Office of the Secretary of State of the Commonwealth of Massachusetts. Registration of an investment advisor does not imply any specific level of skill or training, and does not constitute an endorsement of the firm by Massachusetts or other state securities regulators or the U.S. Securities and Exchange Commission (“SEC”). The Firm may only conduct business in any state in which it is properly registered or qualified to conduct business by virtue of a state "de minimus" exemption. Certifications by the City of Boston and Commonwealth of Massachusetts do not imply and do not constitute an endorsement of the firm by the City or Massachusetts.

This web site is intended to provide general information about Mission Park Capital. It is not intended to offer investment, tax or legal advice. You can view the current Firm Disclosure Brochure, license, and registration through the SEC's Investment Adviser Public Disclosure ("IAPD") website at adviserinfo.sec.gov. You can view the firm's Table of Fees for Services, as required by the Securities Division of the Office of the Secretary of State of the Commonwealth of Massachusetts, here.

Investing in financial instruments involves risks including, but not limited to, the potential loss of principal, unanticipated market risk, financial or political developments, and all are subject to other various risks which may change over time. Investing in financial instruments will only occur if suitable for, and agreed upon by, the client based on their needs and risk tolerance, in conjunction with whether it fits well with their overall financial holdings. In adhering to a fiduciary standard, Mission Park Capital works with clients to construct portfolios, asset allocations, and financial plans which align with their best interest. While the firm has no minimum amount of assets required, further details regarding pricing for assets under management less than $300,000 can be found in the Firm Disclosure Brochure, which can be made available upon request or via the IAPD website.

Regarding (i) 12b-1 fees and (ii) wrap fees: (i) 12b-1 fees are paid out of fund assets to cover the costs of marketing and selling [of mutual] fund shares; and (ii) a wrap fee generally involves an investment account where you are charged a single, bundled, or “wrap” fee for investment advice, brokerage services, administrative expenses, and other fees and expenses. Details in this informational paragraph were sourced via the SEC's Investor.gov website.

Regarding Qualified Clients, from Item 6 of the Firm Disclosure Brochure: Qualified Clients must meet one or more of the following requirements--(i) Client is a natural person who, or a company that, immediately after entering into the contract has at least $1,000,000 under management of the Advisor; (ii) Client is a natural person who, or a company that, immediately prior to entering into the contract, has a net worth (together, in the case of a natural person, with assets held jointly with a spouse) of more than $2,100,000 at the time the contract is entered into (excluding the equity in the Clients' primary residence) reduced by any indebtedness that is secured by the Client's primary residence in excess of the estimate fair market value of the residence; (iii) Client is a qualified purchaser as defined in section 2(a)(51)(A) of the Investment Company Act of 1940 at the time the contract is entered into.

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© 2018 - 2020 by Mission Park Capital, LLC

Located in Boston, MA