Jeffrey Jagard is a registered investment advisor at Avalan, LLC, based in Santa Barbara, CA, with 16 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 4 more. Their firm serves 319 clients with $620M 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 | 2.00% |
Maximum annual fee will not exceed 2.0% of assets under management. A minimum annual management fee of $10,000 applies to new clients regardless of account balance, which may be lower for long-term clients or waived on a case-by-case basis.
Fee Estimator
Location
233 E Carillo, Suite B, Santa Barbara, CA, 93101
Get directionsHistory
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 and operating partner at RLG Capital Private Equity since 2015, acting as a strategic advisor. This requires minimal time each month.
Employment History
Current Registrations
Avalan, LLC
Previous Registrations
Miracle Mile Advisors, LLC
Alliancebernstein L.P.
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
More Advisors
- Peter Madlem, CFAAvalan, LLC
- Jeffery Thompson, CFPAvalan, LLC
- Elizabeth Saghi, CFPAvalan, LLC
- Casey Slemmons, CFPAvalan, LLC
- Richard Schuette, CFPAvalan, LLC
- Kyle Lantow, CFPCerity Partners LLC