Geoffrey Gaggs is a CFP-designated registered investment advisor at Mission Wealth Management, LP, based in Santa Barbara, CA, with 27 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 5,341 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual investment management fee is 1.50%. Fees are negotiable and calculated based on portfolio value at quarter end.
Fee Estimator
Location
1111 Chapala Street, 3rd Floor, Santa Barbara, CA, 93101
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Geoffrey is an investment advisor at Mission Wealth Management LLC, dedicating full-time hours to this role. He also serves as an administrator for SB Industrial Park, spending minimal time on minor tasks related to his father's industrial buildings.
Employment History
Current Registrations
Mission Wealth Management, LP
Previous Registrations
Mutual Securities, INC.Broker
National Planning CorporationBroker
Mercer Global Securities LLCBroker
Mercer Global Securities LLCBroker
State Registrations1 state
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
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