Philip Todd Kirshman

CFA · CFP

Manchester Capital Management LLC

30 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementEstate PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth

Manchester Capital Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

254 clients

Average Client Portfolio

$14.7M average

Assets Under Management

$3.7B

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $25.0M	0.80%
$25.0M - $50.0M	0.60%
$50M+	0.40%

Fees may be discounted for charitable foundation accounts and are negotiable on a client-by-client basis.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$200,000

Location

1157 Coast Village Road, Suite A, Montecito, CA, 93108

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2002

Award / Judgment

Customer Dispute

January 2002

Denied

View Full SEC Report How to Read Disclosures

Other Business Activities

Philip serves as a Director for Calvert Impact Capital in a volunteer capacity since 2016. He serves on the Governance Committee and chairs their Pension Committee, dedicating minimal time to quarterly board meetings.