Cynthia Rozelle is a registered investment advisor at Manchester Capital Management LLC, based in Manchester, VT, with 1 years of industry experience. Cynthia 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
3657 Main Street, Manchester, VT, 05254
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 →Other Business Activities
Cynthia is the owner of Transport Jakyla LLC, a trucking business, since 2019. She oversees financial decisions for the company, dedicating a few hours per week to the activity.
Employment History
Current Registrations
Manchester Capital Management LLC
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.