Mary Miller is a CFP-designated registered investment advisor at Mission Wealth Management, LP, based in Santa Barbara, CA, with 18 years of industry experience. Mary 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 →Employment History
Current Registrations
Mission Wealth Management, LP
Previous Registrations
Per Stirling Capital Management, LLC
B.B. Graham & Company, INC.Broker
Hill Country Wealth Management
Choice Investments, INC.Broker
Choice Advisory Group, INC.
State Registrations1 state
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