Stephanie Bucko is a CFA-designated registered investment advisor at Mana Financial Life Design, based in Glendale, CA, with 9 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 133 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Stand-alone investment management fee is 1.00% annually. The tiered schedule applies to clients utilizing both financial life design and investment management services. Fees are negotiable.
Fee Estimator
Location
Glendale, CA
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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
Stephanie is the Manager of Mana Management Partners, LLC, overseeing the distribution of an online education program, which takes about 10% of her time. She also serves as CIO of Mana Management Partners dba Mana Money School, a financial education course provider, dedicating minimal time to this role.
Employment History
Current Registrations
Mana Financial Life Design
Previous Registrations
Finwell, INC.
Black Swift Group, LLC
State Registrations3 states
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
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