Jeffrey Jagard is a registered investment advisor at Avalan, LLC, based in Santa Barbara, CA, with 15 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 287 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avalan, LLC's maximum annual fee for managing your investments is 2.0% of the value of your account. New clients as of January 1, 2020, pay a minimum annual management fee of $10,000, regardless of account balance. This minimum fee may be lower for some long-term clients. Fees are billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Some clients are billed in arrears.
Location
233 E Carillo, Suite B, Santa Barbara, CA, 93101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a board member and operating partner at RLG Capital Private Equity since 2015, acting as a strategic advisor. This requires minimal time each month.
Employment History
Current Registrations
Avalan, LLC
Previous Registrations
Miracle Mile Advisors, LLC
Alliancebernstein L.P.
State Registrations2 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.