Robert James Katch

Manchester Financial INC

34 Years of Experience

View SEC Summary

Firm Information

Manchester Financial INC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Number of Advisors

11 advisors

Number of Clients

1,007 clients

Average Client Portfolio

$940K average

Assets Under Management

$946.8M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Hourly Rate:$250 - $500/hr

Advisory fees are based on the value of the account and will not exceed 1.25% annually. Fees are negotiable at MFI's discretion. Consulting services are billed hourly, ranging from $250 to $500. Clients may pay more for advisory services provided by a Separately Managed Account (SMA).

View Full Brochure on SEC

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Advisor Information

Office location

2815 Townsgate Road, Suite 100, Westlake Village, CA, 91361

Get directions

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.