Philip Kirshman
Philip Kirshman is a CFA, CFP-designated registered investment advisor at Manchester Capital Management LLC, based in Montecito, CA, with 31 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 253 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. Certain legacy client agreements may have different fee schedules.
Fee Estimator
Location
1157 Coast Village Road, Suite A, Montecito, CA, 93108
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2002Customer Dispute
January 2002Other 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.
Employment History
Current Registrations
Manchester Capital Management LLC
Previous Registrations
Syntrinsic Investment Counsel, LLC.
Strategic Marketing Solutions LTD., LLCBroker
Cornerstone Capital INC.
Cornerstone Capital INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Financial West Group
Financial West GroupBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations1 state
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.