Franklin Scheneck Whitehouse

Manchester Financial INC

7 Years of Experience

May Earn Commission

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Manchester Financial INC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

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

Location

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

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History

Regulatory 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.

Employment History

Current Registrations

Manchester Financial INC

September 2021 - Present · 4 yrs 5 mos

Previous Registrations

One Capital Management, LLC

November 2016 - September 2019 · 2 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.