Brett
Croft
Manchester Capital Management LLC
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About this Advisor
Brett Croft is a certified financial planner based in Charlottesville, Virginia who has 2 years of industry experience. Croft works at Manchester Capital Management LLC. During their career, Croft has held roles at Fidelity Investments, Fidelity Personal And Workplace Advisors and Manchester Capital Management LLC. Croft holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Virginia. Manchester Capital Management LLC is an advisory firm that has its headquarters in Manchester, VT. The company has offices in three locations and a total of 33 people on staff. It oversees $3 billion in assets across its 1,621 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 12 charities and foundations. Of its 1,621 customer accounts, 62% are associated with high-net-worth clients who have more than $1 million in assets. The firm offers a number of services, including 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. Fees charged by financial advisors usually depend on which service is provided. However, fee types billed by Manchester Capital Management LLC most likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Manchester Capital Management LLC Brokerage Details
$3,167,899,263
33
1,621
$1,954,287
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
Brett Croft Work History
Brett has been registered as a financial advisor for 2 years.*
Manchester Capital Management LLC
Fidelity Personal And Workplace Advisors
Fidelity Investments
*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 Brett Croft 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
Santa Barbara, CA
Charlottesville, VA
New York, NY
Santa Barbara, CA
Charlottesville, VA
Manchester, VT
Manchester, VT
Santa Barbara, CA
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.
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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.
