Manchester Capital Management (MCM) is a registered investment advisor offering investment advice to individuals, families, and organizations. MCM creates customized investment plans based on client needs and goals. They manage portfolios, allocate assets to third-party managers, and may recommend private placements. MCM also offers family office services like charitable foundation administration, tax and estate strategies, and management of business entities.
Assets Under Management$3.5B
Clients253
Advisors14
Avg. per Client$14M
Avg. per Advisor$250M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$200,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.80% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.40% |
Fees may be discounted for charitable foundation accounts. Certain legacy client agreements may have different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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