Joshua Honeycutt
Joshua Honeycutt is a CFA-designated registered investment advisor at Mar Vista Investment Partners, LLC, based in Los Angeles, CA, with 22 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 165 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.75% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Rates shown are for the U.S. Quality strategy. The U.S. Quality Premier strategy has lower rates: 0.50% for the first $25M, 0.40% for the next $25M, and 0.35% for the next $50M. Fees are negotiable for accounts over $100 million.
Fee Estimator
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.
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 →Employment History
Current Registrations
Mar Vista Investment Partners, LLC
Previous Registrations
Roxbury Capital Management LLC
State Registrations2 states
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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