Manatt, Phelps & Phillips

Member Description

The San Francisco office of Manatt, Phelps & Phillips is located in One Embarcadero in the heart of the Financial District. The San Francisco Bay Area is a principal banking and finance center of the West Coast, home to several Fortune 500 companies and the gateway to the Pacific Rim. Manatt attorneys have been active in the San Francisco legal community for over 30 years. The diversity of our attorneys, professionals and staff mirrors the diversity of the city. With over 50 attorneys and powerful national capabilities, the San Francisco office provides unparalleled legal, strategic and business advice to our valued clients. Our San Francisco attorneys leverage their specialized expertise with the broad capabilities of a national firm. This powerful combination and our commitment to excellence is the hallmark of Manatt. The San Francisco office also is home to many of the professionals in the firm's healthcare consulting subsidiary, Manatt Health Solutions.

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Ed Jones to Wells Bank Channel (WBS)

I'm at EJ now in my 3rd year.  I'm in a difficult market for EJ and I'm a true scratch starter.  I'm above expectations, but getting tired of hunting money.  I'm considering going to work at Wells Fargo, who has a huge presence in my town.  The postion would be a bank advisor (WBS) and to me this sounds like a "piece of cake" after being at EJ.  Am I clueless or is the grass really greener?  If you're at WF or at another bank, please give me your thoughts. ...More

New Company set up

Hello, I am currently in the process of setting up my own FA firm. Actually it is a financial service firm including bookkeeping and budgeting services with financial planning as well. My business model is to be a flat fee to review portfolios, make suggestions & assist client with paperwork etc . I do not want to actually manage the investments which I feel allows me to recommend low expense products such as index funds etc.. My clientele will be the small accounts that every other FA would not want....More
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Death of the Small Broker-Dealer   3

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