Erik Gutierrez is a registered investment advisor at Manchester Capital Management LLC, based in Montecito, CA, with 2 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 253 clients with $3.5B 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 $25.0M | 0.80% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.40% |
Fees may be discounted for charitable foundation accounts. Certain legacy client agreements may have different fee schedules.
Fee Estimator
Location
1157 Coast Village Road, Montecito, CA, 93108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Manchester Capital Management LLC
State Registrations1 state
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