Mar Vista Investment Partners, LLC

CRD#144906
Investment Advisor Firm

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Overview

Mar Vista Investment Partners, LLC is an advisory company located in Los Angeles, California. Mar Vista Investment Partners, LLC handles $4.3 billion in assets over 242 customer accounts, placing it among the biggest firms in the country by assets under management (AUM). It has a small group of 17 employees, all of whom are financial advisors. Mar Vista Investment Partners, LLC does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like stocks, options and bonds.

Mar Vista Investment Partners, LLC manages all of the firm's client assets on a discretionary basis. Discretionary management signifies that buy and sell choices are made by a portfolio manager without needing to seek client approval. Mar Vista Investment Partners, LLC supervises roughly $17.8 million in assets for every client account. The average financial advisor at Mar Vista Investment Partners, LLC administers about 14 client accounts, placing it among the more individualized financial advisor firms in the country.

Mar Vista Investment Partners, LLC's main office is located at 11150 Santa Monica Blvd, Los Angeles, California 90025. Mar Vista Investment Partners, LLC is allowed to serve customers across 12 U.S. states and territories.

Assets Under Management

$4.3 billion

Number of Advisors

17

Disclosures

No

Office Location

11150 Santa Monica Blvd
Los Angeles, CA 90025

Mar Vista Investment Partners, LLC by the Numbers

Total Assets Under Management

$4.3 billion

National Average: $3.7 billion
Total Number of Employees

17

National Average: 29
Total Number of Accounts

242

National Average: 2,073
Average Account Size

$17.8 million

National Average: $1.8 million

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Fee Structure

Fees for financial advisory services depend on which services the firm provides the client. However, fees charged by the company typically consist of the following fee types: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are provided by Mar Vista Investment Partners, LLC.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The firm works with a number of different clients. Mar Vista Investment Partners, LLC works with retail investors, high net worth investors, investment companies, pension plans, charitable organizations, state or municipal government entities, corporations and other. Out of its 242 accounts, Mar Vista Investment Partners, LLC's largest client is retail investors, though it also caters to 16 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of its customers are represented by non-U.S. persons.

  • High-Net-Worth Individuals* - 6.61%
  • Other Individuals - 64.46%
  • Corporations - 21.07%
  • Charitable Organizations - 7.85%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Mar Vista Investment Partners, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Mar Vista Investment Partners, LLC

Jeffrey Prestine
Los Angeles, CA
Joshua Honeycutt
Los Angeles, CA
Silas Myers
Los Angeles, CA
Brian Massey
Los Angeles, CA
Jon Foust
Hopkins, MN
Erik Hirsch
Hopkins, MN
Jorge Pollitt
Hinsdale, IL

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This content was compiled from the SEC and FINRA