Jeffrey Prestine
Jeffrey Prestine is a registered investment advisor at Mar Vista Investment Partners, LLC, based in Los Angeles, CA, with 19 years of industry experience. Jeffrey 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
11150 Santa Monica Blvd, Suite 320, Los Angeles, CA, 90025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mar Vista Investment Partners, LLC
Previous Registrations
Roxbury Capital Management LLC
State Registrations2 states
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