Alison Miller is a CFP-designated registered investment advisor at Mission Wealth Management, LP, based in Santa Barbara, CA, with 4 years of industry experience. Alison 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
1111 Chapala Street, 3rd Floor, Santa Barbara, CA, 93101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Alison is a Senior Client Advisor Associate at Mission Wealth Securities, LP, a registered investment advisor, since March 2023. This takes about 10-20% of Alison's time, with half of those hours during trading hours, to assist with the transition of clients to this RIA.
Employment History
Current Registrations
Mission Wealth Management, LP
Previous Registrations
Per Stirling Capital Management, LLC
State Registrations1 state
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