Jeffery Thompson is a CFP-designated registered investment advisor at Avalan, LLC, based in Santa Barbara, CA, with 14 years of industry experience. Jeffery 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 (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.
Exams
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