Maria Vallejo-Meza is a registered investment advisor at Channel Wealth, LLC, based in Santa Barbara, CA, with 10 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,796 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Channel Wealth's annual investment management fee, which includes financial planning, is based on the total value of assets in your account. The fee can be a fixed percentage, tiered, or linear. The annual fee ranges up to 2.0% and is assessed quarterly in advance, based on the daily average balance value. A minimum quarterly fee may apply.
Location
3760 State Street, Suite 201, Santa Barbara, CA, 93105
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
Maria works as a financial paraplanner at Channel Wealth full-time since 2020. She is also a notary public, dedicating minimal time to this sole proprietorship.
Employment History
Current Registrations
Channel Wealth, LLC
Previous Registrations
Sagepoint Financial, INC.Broker
LPL Financial LLCBroker
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.