Susan Sofronas is a registered investment advisor at Manchester Capital Management LLC, based in New York, NY, with 3 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 253 clients with $3.5B 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 $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
Location
410 Park Avenue, Suite 1610, New York, NY, 10022
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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 →Other Business Activities
Susan is a board member of Element Solutions Inc., a specialty chemicals company, since June 2024. This strategic oversight role requires minimal time and is not investment related.
Employment History
Current Registrations
Manchester Capital Management LLC
Previous Registrations
Geller Advisors LLC
Citicorp Investment Services
State Registrations1 state
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