Manuel Carbahal
Manuel Carbahal is a registered investment advisor at Carbahal Olsen Financial Services Group LLC, based in Davis, CA, with 15 years of industry experience. Manuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 243 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
COFS manages investments for a fee based on a percentage of the value of your portfolio. The exact fee is specified in your agreement. The fee is deducted from your account quarterly. The range of fees is:
- $50,000 - $250,000: 1.00% - 1.75%
- $250,001 - $499,999: 0.85% - 1.60%
- $500,000 - $999,999: 0.65% - 1.40%
- $1,000,000 - $2,499,999: 0.40% - 1.15%
- $2,500,000+: Contact COFS for pricing
For annuity programs, the maximum flat fee ranges from up to 0.70% to up to 1.00% depending on the account value.
Location
1107 Kennedy Place, Suite 3, Davis, CA, 95616-1273
Get directionsHistory
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
Manuel is a managing member of Final Ledger, LLC, focusing on tax preparation and client meetings, dedicating about half of his time to this role. He also holds various positions, including member of Kennedy Place 2 LLC and Kennedy Place 3 LLC (rental real estate), president of Southside Properties, Inc (investment), partner at Carbahal & Co, Annual Accum Co (investment), VP at Carbahal & Company, AAC Accountancy (about a quarter of his time), and trustee for CPA practice clients since 1990.
Employment History
Current Registrations
Carbahal Olsen Financial Services Group LLC
State Registrations1 state
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