Manchester Capital Management manages investment portfolios and provides wealth management, family office, and private real estate services for individuals, families, trusts, and estates. The firm creates personalized investment strategies using third-party investment funds, separate account managers, and alternative investments, guided by a written investment policy statement. Portfolios are primarily managed on a discretionary basis, with ongoing monitoring and regular review meetings. In addition to core portfolio management, the firm offers family office chief financial officer services, private real estate oversight, and project-based consulting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.40% |
Fees are negotiable based on account size, complexity, and other factors. Discounts may apply to charitable foundation accounts.