Zuzana Brochu is a CFP-designated registered investment advisor at Mascoma Wealth Management, based in Hanover, NH, with 8 years of industry experience. Zuzana 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
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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
Mascoma Wealth Management
Previous Registrations
People's United Advisors, INC.
People's Securities, INC.
State Registrations2 states
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