Manchester Financial INC
Assets Under Management
$946.8M
Number of Clients
1,007
Number of Advisors
11
Avg. Portfolio per Client
$940K
Avg. Managed per Advisor
$86.1M
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Manchester Financial offers investment advice and financial planning to clients. They create personalized investment strategies based on your financial situation, goals, and risk tolerance. They may recommend stocks, bonds, mutual funds, and other investments. In some cases, they may refer clients to a Separately Managed Account. They also offer consulting services for specific financial concerns. Manchester Financial does not have authority to vote client securities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual advisory fee will not exceed 1.25% of account assets under management. Advisory fees are negotiable.
Fee Estimator
Areas of Practice
Location
2815 Townsgate Road, Suite 100, Westlake Village, CA, 91361