AH
Firm Information
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).
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
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Advisor Information
Office location
2815 Townsgate Road, Suite 100, Westlake Village, CA, 91361
Get directionsRegulatory 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.
Customer Dispute
August 2011Denied
Other Business Activities
Alan is the owner of Hopkins Consulting Florida LLC, a business consulting firm, since March 2023. He dedicates a few hours per week to this activity, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Manchester Financial INC
January 2003 - Present · 23 yrs
Previous Registrations
Wealth Enhancement & Preservation, INC.
June 2005 - June 2017 · 12 yrs
Manchester Financial INC
July 1997 - December 2002 · 5 yrs 5 mos
State Registrations3 states
CAFLTX
Advisor
Exams
No exam information available for this advisor.