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Eric Matthew Smith

Mission Wealth Management, LP

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About Eric Matthew Smith

Eric Matthew Smith is a Certified Financial Planner and is a Registered Investment Advisor representative of Mission Wealth Management, LP. Eric has been working in the financial services industry since 2011 and is currently registered with the state of California. Eric's career started at the University of Wisconsin, followed by a number of years at Fisher Investments, and then working for Mission Wealth Management, LP starting in 2019. The firm provides a variety of services, including financial planning, pension consulting, selection of other advisors, and portfolio management. The firm manages assets for individuals, businesses, and charitable organizations. Eric's specializations include working with families, individuals, trusts, small businesses, and corporate retirement plans.

Firm Information

Eric Smith is currently registered with Mission Wealth Management, LP. Mission Wealth Management, LP is a Santa Barbara, California-based investment advisor with approximately $7.07 billion in regulatory assets under management. The firm primarily serves high-net-worth individuals, charities, and corporations. They offer a range of services, including financial planning, pension consulting, portfolio management, and selection of other advisors. The firm also provides family wealth management services and has a dedicated focus on working with schools.
Mission Wealth Management, LP

1111 CHAPALA STREET

SANTA BARBARA, CA 93101

$7.07B

Assets Under Management

10

Total Clients

77

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family wealth management

Family wealth management

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Smith’s Registration & Firm History

CA

08/06/2020 - Present

Mission Wealth Management, LP (Walnut Creek CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Matthew Smith.
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