Bartholomew
Earley

Manchester Capital Management LLC

CRD#2510641
Investment Advisor
in Manchester, VT

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About this Advisor

Bartholomew Earley is a financial advisor based in Manchester, Vermont, working with Manchester Capital Management LLC. Bartholomew has previously held a position at Manchester Capital Management LLC. Bartholomew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Vermont, and Virginia. Currently, Bartholomew is part of Manchester Capital Management LLC, which operates out of Manchester, Vermont. The firm has 3 offices and 37 employees. The firm manages assets totaling $3.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm 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. The fee structure at Manchester Capital Management LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3657 Main Street
Manchester, VT 05254

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Manchester Capital Management LLC Brokerage Details

Total Assets Under Management

$3,688,455,226

VT Average: $4,257,716,217
Total Number of Employees

37

VT Average: 30
Total Number of Accounts

1,684

VT Average: 868
Average Account Size

$2,190,294

VT Average: $4,905,203

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Bartholomew Earley Work History

2007 - Present (17 years)

Manchester Capital Management LLC

Disclosures

Please visit the SEC profile of Bartholomew Earley 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 Manchester Capital Management LLC

Alexander Puziol
Santa Barbara, CA
Philip Kirshman
Santa Barbara, CA
Long Delille
Charlottesville, VA
Maria Bolanos Wong
Charlottesville, VA
Brett Croft
Charlottesville, VA
Antony Orme
Santa Barbara, CA
Erik Gutierrez
Santa Barbara, CA
Brian Vogel
Manchester, VT

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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