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Morgan Wayne Roberts

Manchester Capital Management LLC

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About Morgan Wayne Roberts

Morgan Roberts is an Investment Advisor Representative at Manchester Capital Management LLC. Morgan has been in the industry since December 1998. Morgan is registered in California, Vermont, and Virginia. Morgan's firm, Manchester Capital Management LLC, specializes in financial planning, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Manchester Capital Management LLC provides services for charitable organizations, high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth. Morgan's firm has approximately $3,688,455,226 in regulatory assets under management.

Firm Information

Morgan Roberts is currently registered with Manchester Capital Management LLC. Multiple Financial Services, Inc. is a terminated corporation that was formed in 1999. They provided a variety of financial services, including financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. They managed assets for a range of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

$3.69B

Assets Under Management

6

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Morgan Roberts’s Registration & Firm History

VT

11/26/2012 - Present

Manchester Capital Management LLC (MANCHESTER VT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Morgan Wayne Roberts.
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