Jeffery Thompson is a CFP-designated registered investment advisor at Avalan, LLC, based in Santa Barbara, CA, with 13 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 287 clients with $490M in assets under management.
Compensation
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Number of Clients
Average Client Portfolio
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Fee Structure
Avalan, LLC's maximum annual fee for managing your investments is 2.0% of the value of your account. New clients as of January 1, 2020, pay a minimum annual management fee of $10,000, regardless of account balance. This minimum fee may be lower for some long-term clients. Fees are billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Some clients are billed in arrears.
Location
233 E Carillo, Suite B, Santa Barbara, CA, 93101
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Regulatory History (1)
Employment Separation After Allegations
June 2017Employment History
Current Registrations
Avalan, LLC
Previous Registrations
Miracle Mile Advisors, LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Edward Jones
Edward JonesBroker
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.