Plan for tomorrow.
MISSION PARK CAPITAL
For those seeking to achieve financial wellness and independence,
Mission Park Capital is dedicated to offering tailored, comprehensive planning and long-term solutions
built around a commitment to a purposeful alignment of behaviors and incentives
with our clients.
Mission Park Capital exists to empower our clients
through our understanding the need to
Listen, Engage, Encourage, and Enable℠
OUR VALUE TO YOU
Process & Alignment
focus on you
HOW WE HELP YOU
Act as the
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 pricing
The firm believes transparency in pricing is important and should be shared up-front.
Pricing reflects the fact that the firm accepts no 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.
Mission Park Capital seeks to not utilize the traditional
percentage of Assets Under Management (AUM) pricing model for Individuals.
The firm offers flat rate pricing.
There is no minimum amount of assets required.
For AUM of less than $300,000, a custom quote for services
of not more than 1.25% AUM can be made available upon request.
The firm happily serves clients in-person and/or virtually.
Customized planning with an annual meeting to review and update your living document; state-specific estate planning coordination
Asset allocation across all accounts (401(k), 457(b), 529s, IRAs, taxable, etc.), retirement benefit programs (Social Security, pension), and equity compensation (RSUs, etc.)
Career Advisement & Coaching
Ongoing advisement for networking, job searching, resume and online profile reviews, leading and managing teams, negotiating raises, and severance agreements
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
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
$249 per month, billed quarterly directly from in-house account
Asset allocation across all taxable and tax-sheltered (Traditional IRA, Roth IRA) accounts managed directly by the firm
Annual review meeting to review and update
$199 per month, billed quarterly directly from in-house account
As determined by the U.S. Securities and Exchange Commission
Please see bottom of page for further information
0.25% annual asset-based fee, billed quarterly 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
Less than $5 million
$5,000,001 - $25 million
Over $25 million
First Five Years
After Five Years
The firm focuses on offering only one investment strategy
Tear sheet can be provided for informational purposes
Enrique Perez is the 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.
For any other inquiries, please call or email
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