Timothy Mazurczak is a CFA-designated registered investment advisor at Maple Capital Management, INC., based in Montpelier, VT, with 3 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 2 more. Their firm serves 1,597 clients with $2.6B 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable and may vary based on portfolio composition, scope, and anticipated servicing needs. Other programs include Promotion Program starting at 1.50% and Joint Advisory Program starting at 1.70%.
Fee Estimator
Location
535 Stone Cutters Way, Montpelier, VT, 05602
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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 →Employment History
Current Registrations
Maple Capital Management, INC.
Previous Registrations
Dowling & Partners Securities LLCBroker
Citigroup Global Markets 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.
Exams
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