Amanda
Spencer
Mascoma Wealth Management
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About this Advisor
Amanda Spencer is a financial advisor working out of Hanover, New Hampshire with 1 year of industry experience. Spencer is an advisor for Mascoma Wealth Management. The advisor has gained experience at Mascoma Wealth Management and Mascoma Bank. Spencer maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in New Hampshire. Mascoma Wealth Management is a business based in Hanover, NH. The company has a total of eight financial advisors. It manages $422 million in assets under management between its 1,547 accounts, placing it among the bigger firms in the nation by assets under management. The firm advises 25 charitable organizations. Of its 1,547 client accounts, just 13% belong to high-net-worth clients who have greater than $1 million in investable assets. The business offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice typically are based on the type of services offered. Fee types charged by Mascoma Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mascoma Wealth Management Brokerage Details
$421,754,341
8
1,547
$272,627
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Amanda Spencer Work History
Amanda has been registered as a financial advisor for 1 years.*
Mascoma Wealth Management
Mascoma Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Amanda Spencer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mascoma Wealth Management
Hanover, NH
Hanover, NH
Burlington, VT
Hanover, NH
Hanover, NH
Hanover, NH
Hanover, NH
Hanover, NH
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