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Manish Thomare

1 Year of Experience

Manish Thomare is a registered investment advisor at Griffin Black, LLC, based in Redwood City, CA, with 1 years of industry experience. Manish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 168 clients with $270M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
168 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$270.9M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.60%
$3M+0.35%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

702 Marshall Street, Suite 411, Redwood City, CA, 94063

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Manish works as a technology consultant and also as an adjunct professor at California Science and Technology University. These activities take a few hours per week.

Employment History
Current Registrations
Griffin Black, LLC
February 2025 - Present · 1 yr 2 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.
Manish Thomare - Financial Advisor | TrueAdvisor