Mascoma Wealth Management
Answer a few questions and
get matched with an advisor.
Learn more about Mascoma Wealth Management
Overview
Mascoma Wealth Management operates as a financial advisor company based in Hanover, New Hampshire. The firm handles $421.8 million in total assets over 1,547 client accounts, placing it among the larger investment advisory firms in the United States by assets under management (AUM). The company has a small group, including 7 financial advisors. Mascoma Wealth Management is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal investments such as bonds, stocks and options.
Mascoma Wealth Management oversees the majority of its client assets in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make transaction choices without requiring client permission. The company also has 164 non-discretionary accounts with a total of $58.8 million in assets. The company supervises an average of $272,627 for every customer account. The typical financial advisor at Mascoma Wealth Management manages about 221 client accounts.
Mascoma Wealth Management's central office is located at 80 South Main Street, Hanover, New Hampshire 3755. It is legally permitted to serve clients throughout 12 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mascoma Wealth Management by the Numbers
$421.8 million
8
1,547
$272.6 thousand
Products and Services
Mascoma Wealth Management provides a number of services, which can consist of financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. In the past fiscal year, it provided 11-25 of its accounts with financial planning services. The company is not involved in selling products or offering services apart from investment advice to its investment advisory customers. The company also has a number of financial industry affiliations, including with a banking or thrift institution.
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
Portfolio Management
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.
Other Services
-
Find a firm that offers this service
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors typically are based on which service is provided. However, fees charged by the company typically consist of the following fee structure: asset-based. Mascoma Wealth Management does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company does business with a number of different clients. Mascoma Wealth Management provides services to retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities, corporations and other. Out of its 1,547 customers, Mascoma Wealth Management's biggest client type by number of accounts is retail investors, though it also caters to 116 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 13.46%
- Other Individuals - 80.05%
- Corporations - 3.6%
- Charitable Organizations - 2.9%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Mascoma Wealth Management does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Mascoma Wealth Management
Hanover, NH
Burlington, VT
Hanover, NH
Hanover, NH
Hanover, NH
Hanover, NH
Hanover, NH
Hanover, NH
Hanover, NH
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.