Manucci Kamali
Manucci Kamali is a ChFC-designated registered investment advisor at California Financial Consulting LLC, based in Beverly Hills, CA, with 8 years of industry experience. Manucci operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Location
Beverly Hills, CA
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 ActivitiesSells Insurance
Manucci is a licensed insurance agent in Beverly Hills, California, focusing on insurance sales and implementation of insurance recommendations. This activity takes about half of Manucci's time, with some hours occurring during trading hours.
Employment History
Current Registrations
California Financial Consulting LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Morgan Stanley
Morgan StanleyBroker
Edward Jones
Edward JonesBroker
Morgan StanleyBroker
Sagepoint Financial, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Farm Vp Management CORP.Broker
State Registrations1 state
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.