Mission Retirement
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$64,053,648
Clients
143
Advisors
1
of 2 employees
About
Mission Retirement provides investment advisory services to individuals, high‑net‑worth individuals and retirement plans, delivering asset management through unaffiliated independent managers while acting as a fiduciary. The firm reports approximately $67.1 million in discretionary assets under management and works with clients on portfolio construction, planning and ongoing oversight.
Rather than directly implementing portfolios, Mission Retirement relies on third‑party managers to execute investment strategies and performs initial and ongoing due diligence, monitoring and rebalancing on a discretionary basis. Its analysis toolkit includes modern portfolio theory, fundamental and technical analysis, cyclical analysis and stress testing, and it commonly uses mutual funds and ETFs as part of client allocations.
Uncommonly for peers, the firm offers periodic no‑fee educational seminars and workshops and the principal is also a licensed insurance producer and operates an affiliated estate‑planning service; these activities are disclosed as potential conflicts of interest and are subject to firm procedures and client disclosure. The brochure also discloses a 2021 regulatory order related to an improper referral of an alternative investment and states the firm’s policies now prohibit such referrals and limit alternative investment recommendations.
Client services
Expertise
Fee options
Negotiable up to 1.80% annually
Main office
11619 Spring Cypress Road, Ste. B
Tomball TX 77377
Advisors at this office
1
Most active in
Louisiana · Texas
Also doing business as
Joseph Hopkins And Associates LLC · Mission Retirement
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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