Michael Hemingway is a registered investment advisor at Mascoma Wealth Management, based in Hanover, NH, with 5 years of industry experience. Michael 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
Fee-Only (% of Portfolio)
Firm Size
11 advisors
Number of Clients
477 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$567.8M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management
Minimum Annual Fee:$3,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
80 South Main Street, Suite 103, Hanover, NH, 03755
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
May 2019Employment History
Current Registrations
Mascoma Wealth Management
August 2020 - Present · 5 yrs 8 mos
Previous Registrations
Citizens Securities, INC.Broker
March 2019 - June 2019 · 3 mos
State Registrations2 states
NHTX
Advisor
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
No exam information available for this advisor.