Old Mission Investment Company, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$275/hr

“For clients seeking to engage Old Mission Investment Company for financial planning or consultation services may be billed for these services at a rate between $150 and $275 per hour depending on the complexity and scope of the project.”

Flat or project fee

$500⁠-⁠$10,000

“Additionally, clients may engage Old Mission Investment Company on a 'project basis' with fees ranging from $500 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Old Mission Investment Company, LLC’s fees compare

• Its hourly rate of $150-$275 spans the Michigan median of $250. 32% of the 170 other Michigan planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Traverse City that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Michigan median of $3,250. 67% of the 137 other Michigan planners that publish a flat or project fee charge less.
• 2 of the 4 other planners in Traverse City that publish a flat or project fee charge less.

About Old Mission Investment Company, LLC

• Firm size: 10 employees.
• Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

1,051

Employees

10

Works with

Individuals, high net worth individuals, charities, and insurance companies

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, newsletters and publications, and other services

Assets managed

$929,034,287

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

140381

Website

omico.net (opens in new tab)

Phone

(231) 929-4100

Can advise clients in 11 states: California, Colorado, Florida, Illinois, Indiana, Louisiana, Michigan, North Carolina, Nebraska, Oregon, Texas

Other planners in Traverse City that publish fees

• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• Ark Advisors, LLCTraverse City$2,000, $1,000⁠-⁠$3,000/qtr
• Black Walnut Wealth ManagementTraverse City$7,500/yr
• Falconer GroupTraverse City$250
• Front Street Wealth ManagementTraverse City$2,500⁠-⁠$17,500
• Tremonte Financial ConsultantsTraverse City$500/hr, $600⁠-⁠$20,000

Compare all 15 planners in Traverse City