Mar Vista Investment Partners, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Mar Vista Investment Partners, LLC
Mar Vista Investment Partners, LLC is a financial advisor company located in Los Angeles, California. It controls $2.4 billion in assets throughout 501 accounts, making it one of the largest financial advisory firms in the country by assets under management (AUM). It has a small team, including 18 financial advisors. Mar Vista Investment Partners, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial investments like options, stocks and bonds.
Mar Vista Investment Partners, LLC administers all of the company's accounts on a discretionary basis. Discretionary management signifies that an investment advisor makes transaction judgments for the client's account without needing the customer's approval. The company's average account size is $4.7 million. The typical financial advisor at Mar Vista Investment Partners, LLC oversees about 28 client accounts, placing it towards the middle in terms of personalization.
Mar Vista Investment Partners, LLC's headquarters is located at 11150 Santa Monica Blvd, Los Angeles, California 90025. The firm is allowed to serve customers throughout 12 U.S. states and territories.
Assets Under Management
Number of Advisors
Mar Vista Investment Partners, LLC by the Numbers
Financial advisory fees usually vary depending on the financial services offered. However, fees billed by Mar Vista Investment Partners, LLC typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Mar Vista Investment Partners, LLC.
Offered by 69% of firms
Percentage of AssetsShow 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.
Find one of the 21% of firms that offer this fee type
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 1% of firms that offer this fee type
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 26% of firms that offer this fee type
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 0% of firms that offer this fee type
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 32% of firms that offer this fee type
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 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
The firm does business with a broad range of customers. 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 501 customers, Mar Vista Investment Partners, LLC's largest client by number of accounts is retail investors, but it also manages money for 48 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM 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 reside abroad.
- High-Net-Worth Individuals* - 9.58%
- Other Individuals - 73.05%
- Corporations - 13.17%
- Charitable Organizations - 4.19%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Mar Vista Investment Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Mar Vista Investment Partners, LLC
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.