SM
CFA
SM
CFA

Silas Myers

25 Years of Experience
Los Angeles, CA

Silas Myers is a CFA-designated registered investment advisor at Mar Vista Investment Partners, LLC, based in Los Angeles, CA, with 25 years of industry experience. Silas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 268 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
268 clients
Average Client Portfolio
$5.6M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Mar Vista Investment Partners manages investments in two strategies, U.S. Quality and U.S. Quality Premier. The fees are based on the amount of assets managed.

For the U.S. Quality strategy, the annual fee is:

  • First $1 million to $25 million: 0.75%
  • Next $25 million: 0.60%
  • Next $50 million: 0.50%
  • Over $100 million: Negotiable

For the U.S. Quality Premier strategy, the annual fee is:

  • First $1 million to $25 million: 0.50%
  • Next $25 million: 0.40%
  • Next $50 million: 0.35%
  • Over $100 million: Negotiable

Fees may vary based on special circumstances, and Mar Vista reserves the right to negotiate fees with clients.

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Location

11150 Santa Monica Blvd, Suite 320, Los Angeles, CA, 90025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mar Vista Investment Partners, LLC
October 2007 - Present · 18 yrs 7 mos
Previous Registrations
Roxbury Capital Management LLC
May 2000 - July 2008 · 8 yrs 2 mos
State Registrations3 states
CAFLTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Silas Myers - Financial Advisor | TrueAdvisor