Byron Valles is a CFP-designated registered investment advisor at Mission Wealth Management, LP, based in Walnut Creek, CA, with 7 years of industry experience. Byron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,632 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
The total minimum annual fee is $10,000. MWM’s maximum annual cumulative Investment Management fee is 1.50%. Emerging Wealth clients that sign a MissionForward Agreement with MWM that have managed assets under $500,000 will be assessed a $425 flat fee per month. Once the Emerging Wealth client’s managed assets exceed $500,000, the Emerging Wealth client will revert to MWM’s standard Wealth Management fee schedule.
Fee Estimator
Location
1212 Broadway Plaza Suite 2100, Walnut Creek, CA, 94596
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Byron owns Rimova Real Estate since 2020, which is not investment related and requires minimal time. He also has an investment-related real estate rental business since 2023, dedicating a few hours per week to it.
Employment History
Current Registrations
Mission Wealth Management, LP
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
State Registrations1 state
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