Ramsey Luhr is a registered investment advisor at Maple Capital Management, INC., based in Montpelier, VT, with 24 years of industry experience. Ramsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,384 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
These fees are for clients working directly with MCM. Fees are negotiable and can range from 0.23% to 1.25%. Clients engaging MCM through a promoter pay 1.50% on the first $1,000,000 and 1.25% over $1,000,000 (fees range from 0.40% to 1.75%). Clients engaging MCM through a joint advisor pay 1.70% on the first $1,000,000 and 1.40% over $1,000,000 (fees range from 0.80% to 1.70%).
Fee Estimator
Location
535 Stone Cutters Way, Montpelier, VT, 05602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Maple Capital Management, INC.
Previous Registrations
Nl Capital Management, INC.
State Registrations2 states
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