Assets Under Management
$504.7M
Number of Clients
483
Number of Advisors
11
Average Client AUM
$1.0M
AUM per Advisor
$45.9M
Compensation
Fee-Only (AUM)
Mascoma Wealth Management LLC (MWM) offers comprehensive financial planning and customized discretionary portfolio management services. They invest client assets in stocks, ETFs, bonds, and no-load mutual funds. MWM works with clients to establish an investment profile and assists with selecting an investment objective with asset allocation ranges. They may use sub-advisers for certain aspects of managing accounts.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee applies to discretionary accounts. Non-discretionary accounts are charged 0.50% on the balance.
80 South Main Street, Hanover, NH, 03755