Mar Vista Investment Partners, LLC

CRD#144906
Investment Advisor Firm

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Learn more about Mar Vista Investment Partners, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    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

    $2.4 billion

    Number of Advisors

    18

    Disclosures

    No

    Office Location

    11150 Santa Monica Blvd
    Los Angeles, CA 90025

    Mar Vista Investment Partners, LLC by the Numbers

    Total Assets Under Management

    $2.4 billion

    National Average: $8.6 billion
    Total Number of Employees

    18

    National Average: 64
    Total Number of Accounts

    501

    National Average: 375,227
    Average Account Size

    $4.7 million

    National Average: $23.0 thousand
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    Fee Structure

    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.

    Available

    • Offered by 69% 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 21% 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 1% 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 26% 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 0% 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 32% 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 10% 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 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.

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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

    Shala Walker
    Houston, TX
    Joshua Honeycutt
    Los Angeles, CA
    Jeffrey Prestine
    Los Angeles, CA
    Silas Myers
    Los Angeles, CA
    Brian Massey
    Los Angeles, CA
    Jon Foust
    Hopkins, MN
    Erik Hirsch
    Hopkins, MN

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