Manchester Financial offers investment advice and financial planning to clients. They create personalized investment strategies based on your financial situation, goals, and risk tolerance. They may recommend stocks, bonds, exchange traded funds, mutual funds, or other investments. In some cases, they may refer clients to a Separately Managed Account. They also offer limited consulting services on specific financial concerns.
Assets Under Management$950M
Clients1,007
Advisors11
Avg. per Client$940K
Avg. per Advisor$86M
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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
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Estimated Annual Fee
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