Maple Capital Management (MCM) offers portfolio management and investment consulting. MCM primarily uses individual stocks and bonds to construct client portfolios, believing this gives investors better control over taxes and risk. Mutual funds and exchange traded funds (ETFs) may be used for smaller accounts or sectors where MCM lacks internal research. MCM also partners with third-party investment advisors under promotion and joint advisory programs. MCM may maintain higher cash balances based on perceived client needs or market conditions.
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%).