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Robert Katch

Manchester Financial INC
35 Years of Experience
Westlake Village, CA
1 DisclosureMay Earn Commission
View SEC Summary
View SEC Summary

Robert Katch is a registered investment advisor at Manchester Financial INC, based in Westlake Village, CA, with 35 years of industry experience. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 1,102 clients with $1B in assets under management.

Manchester Financial INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,102 clients
Average Client Portfolio
$949K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Annual fee will not exceed 1.25% of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2815 Townsgate Road, Suite 100, Westlake Village, CA, 91361

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2010
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Manchester Financial INC
January 2003 - Present · 23 yrs 9 mos
Previous Registrations
Wealth Enhancement & Preservation, INC.
June 2005 - June 2017 · 12 yrs
Manchester Financial INC
January 1991 - December 2002 · 11 yrs 11 mos
State Registrations2 states
CATX
Advisor

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.

Exams
No exam information available for this advisor.
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