Manchester Capital Management LLC
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Learn more about Manchester Capital Management LLC
Manchester Capital Management LLC operates as an advisory firm based in Manchester, Vermont. It handles $3.2 billion in total assets throughout 1,621 accounts, making it one of the biggest financial advisory firms in the country by assets under management (AUM). Manchester Capital Management LLC has a small team, including 14 financial advisors. Manchester Capital Management LLC does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are tradable fiscal investments such as bonds, options and stocks.
Manchester Capital Management LLC administers most of its client assets on a discretionary basis. Discretionary management means that transaction choices for the client's account are made by a portfolio manager without requiring client permission. It also manages 12 non-discretionary accounts with a total of $518.3 million in assets under management. The company's typical account size is $2.0 million. The average financial advisor at Manchester Capital Management LLC manages around 116 client accounts.
The firm's main office is at 3657 Main Street, Manchester, Vermont 5254. The company is legally permitted to provide services to customers throughout 12 U.S. states and territories.
Assets Under Management
Number of Advisors
Manchester Capital Management LLC by the Numbers
Products and Services
Manchester Capital Management LLC offers a number of financial services, which can 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. In the prior financial year, Manchester Capital Management LLC provided financial planning services to 101-250 of its customers. Manchester Capital Management LLC does sell products or offer services apart from investment advisory services to its clients.
Core Advisor Services
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
Offered by 46% of firms
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
Offered by 6% of firms
This is the hosting of seminars or workshops to educate investors on financial concepts.
Financial advisory fees are based on which services are provided. However, fees billed by Manchester Capital Management LLC may include any combination of the following fee types: asset-based or fixed. Manchester Capital Management LLC does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Offered by 69% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 32% of firms
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 21% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 26% of firms that offer this fee type
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
The firm provides services to retail investors, high net worth investors, pension plans and charitable organizations. Out of its 1,621 accounts, Manchester Capital Management LLC's largest client by number of accounts is high net worth investors, although it also serves 169 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 62.13%
- Other Individuals - 33.09%
- Corporations - 0.37%
- Charitable Organizations - 4.41%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Manchester Capital Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Manchester Capital Management LLC
Santa Barbara, CA
New York, NY
Santa Barbara, CA
Santa Barbara, CA
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