Advisor at Mission Wealth Management, LP
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mission Wealth Management, LP
Location
Santa Barbara, CA 93101
Credentials
CFP®, Series 63
Industry experience
25 years
Dannell Stuart is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. He has been with Mission Wealth Management and its predecessor entities since 2010. Stuart serves on the endowment committee for the Women's Fund of Santa Barbara, a collective giving nonprofit, where he reviews the fund’s performance quarterly. Mission Wealth Management, LP is an SEC-registered fiduciary that provides wealth management and financial planning services to high-net-worth individuals, families, nonprofit organizations, and institutional clients. The firm offers customized investment programs across multiple service tiers, typically managed with a long-term orientation and access to a broad range of investment options.
Based on Mission Wealth Management, LP
Based on Mission Wealth Management, LP
Emerging Wealth clients with managed assets under $500,000 pay $425 flat fee per month; Financial planning fees based on scope, with retainer not exceeding $1,200 when services cannot be rendered within 6 months
$0 - $5,000,000: 1.00% $5,000,001 - $15,000,000: 0.85% $15,000,001 - $25,000,000: 0.75% $25,000,001+: 0.50%
Financial planning and consulting may be charged on an hourly basis, specific rates not stated
Account minimum: $1,000,000 Minimum fee: $10,000 minimum annual fee (may be waived)
1111 Chapala Street, 3 Rd Floor
Santa Barbara, CA 93101
California
Mission Wealth Management
2022 - Present (4 years)
Mission Wealth Management, LP
2020 - 2022 (2 years)
Mission Wealth Management
2010 - 2020 (10 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
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Bank
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Series 63, Series 65
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