Jonathan Heagle
Jonathan Heagle is a CFA, CFP-designated registered investment advisor at Mountain Vista Wealth Management, based in Santa Barbara, CA, with 8 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 62 clients with $53M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may differ for clients that established their relationship with Mountain Vista prior to the release of the current Advisory Fee Schedule or for legacy clients that had a pre-existing relationship with an investment adviser representative before the investment adviser representative became registered with Mountain Vista.
Fee Estimator
Contact
Jonathan Heagle
Location
Santa Barbara, CA
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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
Jonathan is employed as Managing Partner at MV Properties 1, LLC. This activity takes up about 10% of his time.
Employment History
Current Registrations
Mountain Vista Wealth Management
Previous Registrations
Mountain Vista Wealth Management
State Registrations3 states
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