Mission Wealth Management, LP, headquartered in Santa Barbara, CA, is a renowned regional investment advisory firm with a strong commitment to providing comprehensive wealth management services. With 87 dedicated employees, 56 of whom specialize in investment advisory services, Mission Wealth Management ensures a personalized approach to meet their clients' financial goals.
The firm boasts an impressive average of approximately $25,150,000 in assets under management per investment advisor, reflecting their expertise in handling substantial portfolios. They employ a versatile compensation structure, encompassing various methods su...
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Assets Under Mgmt
$4.98B
Investment Professionals
56
Locations
25
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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