Susan Winchester is a ChFC-designated registered investment advisor at Mascoma Wealth Management, based in Hanover, NH, with 23 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 477 clients with $570M 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable based on various criteria.
Fee Estimator
Location
80 South Main Street, Suite 103, Hanover, NH, 03755
Get directionsHistory
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 →Employment History
Current Registrations
Mascoma Wealth Management
Previous Registrations
Wea Financial Advisors, INC.
Wea Investment Services, INC.Broker
Gwfs Equities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.