Steven Rezzelle
Steven Rezzelle is a registered investment advisor at Manchester Financial INC, based in Westlake Village, CA, with 13 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
2815 Townsgate Road, Suite 100, Westlake Village, CA, 91361
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Steven is an independent licensed insurance agent since 2020, offering life, health & accident, variable life, and variable annuity products.
Employment History
Current Registrations
Manchester Financial INC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Securities America, INC.Broker
Hefren-Tillotson, INC.Broker
Scottrade, 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.