Jeffrey Minc is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Santa Barbara, CA, with 11 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 36,172 clients with $84B 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule reflects the Custom Wealth and Ascend Group standard tiers. Other service levels such as Wealth Path and Guided Investing have different fee schedules and minimums.
Fee Estimator
Location
222 East Carillo Street, Suite 400, Santa Barbara, CA, 93101
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
Jeffrey is a co-owner and partner of Cameron Asset Management LLC, a property management company, since 2022. He manages online bookings, tenant relations, and bookkeeping for an Airbnb rental property, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Mercer Global Advisors INC.
State Registrations3 states
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
More Advisors
- Russell Johnson, CFPMercer Global Advisors INC.
- Josiah Taylor, CFPMercer Global Advisors INC.
- Adam Stanowick, CFPMercer Global Advisors INC.
- Yvonne Wood, CFPMercer Global Advisors INC.
- Chanelle Pelt, CFPMercer Global Advisors INC.
- Matthew Cook, CFPMercer Global Advisors INC.