Manchester Capital Management

Financial Advisor in Manchester, VT

Firm Info
Address: 3657 Main St, Manchester, VT 05254, USA
Phone: (802) 362-4410

Firm Size
Assets Under Management: $3.7 billion
# of Advisors: 10
# of Clients: 1,588
Client to Advisor Ratio: 159:1
Average Account Size: $2.3 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Manchester Capital Management LLC Overview

Manchester Capital Management LLC is a registered investment advisory firm that has been in business since 1993. Based in Manchester, VT, the firm is dedicated to serving individuals, small businesses, and institutional clients through a range of services, including financial planning, portfolio management, and investment advice. As a commodity pool operator/advisor, Manchester Capital Management LLC is uniquely qualified to provide expertise in managing pooled investment vehicles. One of the core values of Manchester Capital Management LLC is its fee-only approach to doing business. This means that clients pay only for the services they require, without the burden of commissions or hidden fees. This approach is reflective of the firm's commitment to transparency and integrity, and it ensures that client interests always come first. As part of its suite of services, Manchester Capital Management LLC provides selection of other advisors to help clients meet their specific needs. The firm also publishes periodicals and newsletters to keep clients informed about market trends and investment strategies. Whether working with individual investors or institutional clients, Manchester Capital Management LLC is dedicated to delivering the highest quality of service and expertise.

Manchester Capital Management LLC caters to a diverse range of clients, including individuals, high-net-worth individuals, pension or profit sharing plans, and charitable organizations. These clients seek the firm's expertise in managing and growing their investments, and Manchester Capital Management aims to deliver tailored solutions that match each client's unique needs and goals. When it comes to fee structures, Manchester Capital Management offers clients the flexibility to choose between two options. The first option is a percentage of assets under management, which means that clients pay a set percentage of their portfolio's value annually as a management fee. The second option is fixed fees, which involve a pre-determined amount that the client pays for a particular service. Manchester Capital Management discusses each fee structure with its clients to ensure they understand and have chosen the best option for their needs.

Typical Clients, Fee Structures & Investment Minimum

According to MANCHESTER CAPITAL MANAGEMENT LLC's Part 2 Brochure, the firm's minimum account size is $500,000. The note reads, "Manchester Capital Management LLC generally requires a minimum account size of $500,000, although lower minimums are negotiable depending on the type of service requested." It is important to note that while the firm may consider lower minimums, the $500,000 requirement is the general rule.

How This Office Can Help Manchester, VT Residents

Manchester Capital Management assists clients in Manchester, VT by providing comprehensive and customized wealth management services. As a Registered Investment Advisor (RIA), they work with clients to develop and implement tailored investment strategies that align with their unique financial goals and objectives. Whether a client is looking to grow and protect their wealth, plan for retirement, or transfer assets to future generations, Manchester Capital Management has the expertise and experience necessary to help clients navigate complex financial markets and achieve their desired outcomes. Given the unique economic landscape of Manchester, VT, clients may face specific financial situations such as fluctuating real estate markets or the need for specialized tax planning. Manchester Capital Management has an in-depth knowledge of the local area and can help clients address these challenges through targeted financial planning and investment strategies. The firm also has a deep commitment to socially responsible investing and can help clients align their values with their investment decisions, whether that means supporting local businesses or investing in sustainable and environmentally friendly companies. With a focus on client-centric service and a commitment to long-term relationships, Manchester Capital Management is well-equipped to help clients achieve their financial objectives and secure their financial future.

To view the Minimum Investment and Fee Schedule for Manchester Capital Management LLC, visit their Part 2 Brochure.

Services Offered by Manchester Capital Management LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Manchester Capital Management LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 3657 Main St, Manchester, VT 05254, USA
Phone (802) 362-4410
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 3657 MAIN STREET, MANCHESTER, VT 5254, United States

This firm has no other locations.

State Registrations

Manchester Capital Management LLC is registered to service clients in the following states:

  • California
  • Delaware
  • District of Columbia
  • Florida
  • Illinois
  • Maryland
  • Massachusetts
  • Oregon
  • Texas
  • Vermont
  • Virginia

Disciplinary History

Manchester Capital Management LLC does not have any disclosures. Please visit it's Form ADV for more details.