Jeffrey Avila is a CFP-designated registered investment advisor at Mission Wealth Management, LP, based in Santa Barbara, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,632 clients with $10B 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
The total minimum annual fee is $10,000. MWM’s maximum annual cumulative Investment Management fee is 1.50%. Emerging Wealth clients that sign a MissionForward Agreement with MWM that have managed assets under $500,000 will be assessed a $425 flat fee per month. Once the Emerging Wealth client’s managed assets exceed $500,000, the Emerging Wealth client will revert to MWM’s standard Wealth Management fee schedule.
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
Jeffrey is a board member of the National Association of Estate Planners & Councils, dedicating minimal time. He also volunteers providing investment guidance to low-income seniors, spending minimal time on this activity.
Employment History
Current Registrations
Mission Wealth Management, LP
Previous Registrations
Omega Financial Group, LLC
Strategic Advisers, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Fisher Investments
Strategic Advisers, INC.
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.