Mascoma Wealth Management
Assets Under Management
$504.7M
Number of Clients
483
Number of Advisors
11
Average Client AUM
$1.0M
AUM per Advisor
$45.9M
Compensation
Fee-Only (AUM)
About This Firm
Mascoma Wealth Management LLC (MWM) offers comprehensive financial planning and customized discretionary portfolio management services. They invest client assets in stocks, ETFs, bonds, and no-load mutual funds. MWM works with clients to establish investment profiles and objectives, and clients can impose reasonable restrictions on their account management.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee Estimator
MWM charges an annual fee based on the market value of assets managed, ranging from 0.50% to 1.10% for discretionary accounts. Non-discretionary accounts are charged 0.50% on the balance. There is a minimum relationship size of $300,000 and an annual administrative minimum fee of $3,000 for both discretionary and non-discretionary relationships. Fees are billed quarterly in arrears. Pre-existing advisory clients are subject to advisory fees in effect at the time the client entered into the advisory relationship.
Areas of Practice
Location
80 South Main Street, Hanover, NH, 03755