Cory Boggs is a CFA-designated registered investment advisor at Manchester Capital Management LLC, based in Montecito, CA, with 10 years of industry experience. Cory 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
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Manchester Capital Management LLC
Previous Registrations
Manchester Capital Management LLC
City National Securities, INC.
City National Securities, INC.Broker
Rim Securities LLCBroker
City National Rochdale
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 states
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.