RK
RK
Robert Katch
35 Years of Experience
1 DisclosureMay Earn Commission
Robert Katch is a registered investment advisor at Manchester Financial INC, based in Westlake Village, CA, with 35 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,007 clients with $950M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)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
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual advisory fee will not exceed 1.25% of account assets under management. Advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2815 Townsgate Road, Suite 100, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2010Settled
Employment History
Current Registrations
Manchester Financial INC
January 2003 - Present · 23 yrs 3 mos
Previous Registrations
Wealth Enhancement & Preservation, INC.
June 2005 - June 2017 · 12 yrs
Manchester Financial INC
January 1991 - December 2002 · 11 yrs 11 mos
State Registrations2 states
CATX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.