Manchester Capital Management LLC
Assets Under Management
$3.7B
Number of Clients
254
Number of Advisors
14
Average Client AUM
$14.7M
AUM per Advisor
$265.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
MCM provides investment advisory services to individuals, families, and organizations, including ongoing advice based on individual needs. They manage portfolios on a discretionary basis and may allocate assets to third-party managers. Family Office Services are also offered for clients of certain size and complexity. MCM also manages private limited partnerships (Equinox Funds) and offers private real estate services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.80% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.40% |
Fees may be negotiable on a client-by-client basis. Fees may also be discounted for charitable foundation accounts.
Fee Estimator
Investment Advisory Services are charged as a percentage of assets under management, subject to a minimum annual fee of $200,000. Fees are billed quarterly in arrears. The firm may negotiate alternative fees based on factors like asset amount and complexity. Fees may be discounted for charitable foundation accounts. Family Office Services are charged as a flat annual fee, subject to a minimum of $200,000. Consulting engagements typically range from $10,000 to $500,000. Real estate services are charged at 1.0% of the estimated fair market value of the property, billed quarterly in advance.
Areas of Practice
Location
3657 Main Street, Manchester, VT, 05254