Manchester Financial INC
Assets Under Management
$946.8M
Number of Clients
1,007
Number of Advisors
11
Average Client AUM
$940K
AUM per Advisor
$86.1M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
MFI provides individualized investment advice and financial planning services based on client's needs. They develop personalized profiles, asset allocation strategies, and may recommend Separately Managed Accounts (SMAs). MFI also offers consulting services on specific financial concerns.
Fee Structure
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
Location
2815 Townsgate Road, Suite 100, Westlake Village, CA, 91361