Brett
Croft
Manchester Capital Management LLC
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About this Advisor
Brett Croft is a financial advisor based in Charlottesville, Virginia, working with Manchester Capital Management LLC. Brett has previously held positions at Fidelity Investments, Fidelity Personal And Workplace Advisors, and Manchester Capital Management LLC. Brett has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Virginia. Currently, Brett is part of Manchester Capital Management LLC, which operates out of Charlottesville, Virginia. The firm has 3 offices and 37 employees. The firm manages assets totaling $3.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Manchester Capital Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Manchester Capital Management LLC Brokerage Details
$3,688,455,226
37
1,684
$2,190,294
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Brett Croft Work History
Manchester Capital Management LLC
Fidelity Personal And Workplace Advisors
Fidelity Investments
Disclosures
Please visit the SEC profile of Brett Croft to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Manchester Capital Management LLC
Santa Barbara, CA
Santa Barbara, CA
Charlottesville, VA
Charlottesville, VA
Charlottesville, VA
Santa Barbara, CA
Santa Barbara, CA
Manchester, VT
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
