Manchester Capital Management LLC fees
Financial planner in Manchester, Vermont. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Manchester Capital Management LLC (Manchester, VT) charges a flat or project fee of $10,000-$500,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.
- Flat or project fee
- $10,000-
$500,000 Above the Vermont median of $3,688; all 9 other planners in Vermont that publish a flat or project fee charge less.
“Manchester Capital Management, LLC | Consulting Services MCM charges a fixed fee for consulting engagements (typically ranging from $10,000 to $500,000), which is determined based on the client’s circumstances and the nature and complexity of the engagement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 38 employees
- Registered since
- 1993 (33 years)
How Manchester Capital Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Family Office CFO Services are charged as a flat annual fee, subject to a minimum fee of $180,000 and billed quarterly in arrears.”
- “Fees are payable during and/or upon completion of the engagement, as agreed, and are due within thirty days of invoicing.”
- “Third-party Investment Manager, Mutual Fund and ETF Fees and Expenses All fees billed by MCM for investment advisory services are separate from, and in addition to, any fees and expenses charged by third-party investment vehicles or managers.”
About Manchester Capital Management LLC
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 211
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selecting other advisers
- Assets managed
- $2.8 billion
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of July 6, 2026
- CRD number
- 110003 (opens in new tab)
- Phone
- (802) 362-4410
Registered or notice filed in 16 states and DC: California, Colorado, Delaware, Florida, Illinois, Maryland, Massachusetts, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Oregon, Texas, Vermont, Virginia, DC
More planners in Vermont that publish fees
- Milne Financial Planning, Inc.St. JohnsburyHourly $425/hr, Flat $2,500
- Pochop Financial Management, Inc.South BurlingtonHourly $100/hr
- Elephant Corner FinancialBurlingtonHourly $350/hr, Flat $500-$3,500
- Equinox Financial Advisors, Inc.Manchester CenterHourly up to $500/hr
- Williams Financial, LLCNorth BenningtonFlat $6,000-$8,000
- Oak Maple Finance, LLCBurlingtonHourly $400/hr, Flat $1,250-$7,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.