Manchester Financial provides personalized investment management, financial planning, and consulting services to individuals, high-net-worth individuals, businesses, trusts, estates, and charitable organizations. Founded in 1990 and based in Westlake Village, California, Manchester Financial builds custom asset allocation strategies using stocks, bonds, exchange-traded funds, mutual funds, and alternative investments. The firm also offers specialized services including retirement account management through third-party platforms, consulting for tax-deferred real estate exchanges, and insurance products through an affiliated agency. Manchester Financial operates as a registered investment advisor, legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fee will not exceed 1.25% of assets under management. Fees are negotiable.