SR
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 →Other Business ActivitiesSells Insurance
Steven is an independent licensed insurance agent since 2020, offering life, health & accident, variable life, and variable annuity products.
Employment History
Current Registrations
Manchester Financial INC
April 2021 - Present · 4 yrs 9 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
May 2019 - April 2021 · 1 yr 11 mos
Fidelity Brokerage Services LLCBroker
April 2019 - April 2021 · 2 yrs
Securities America, INC.Broker
April 2018 - April 2019 · 1 yr
Hefren-Tillotson, INC.Broker
October 2016 - March 2018 · 1 yr 5 mos
Scottrade, INC.Broker
September 2012 - October 2016 · 4 yrs 1 mo
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.