SW
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
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.
Learn about disclosures →Employment History
Current Registrations
Manchester Financial INC
March 2017 - Present · 8 yrs 10 mos
Previous Registrations
Harold Davidson & Associates INC
January 2003 - February 2017 · 14 yrs 1 mo
Harold Davidson & Associates INC
April 2002 - December 2002 · 8 mos
State Registrations3 states
AZCATX
Advisor
Exams
No exam information available for this advisor.