Mascoma Wealth Management (MWM) offers financial planning and investment portfolio management services. MWM invests client assets in stocks, ETFs, bonds, and mutual funds. MWM works with clients to determine an appropriate investment profile based on their expectations, time horizon, risk tolerance, and liquidity needs. Clients can set reasonable restrictions on how MWM manages their accounts. MWM may use sub-advisors to assist in managing accounts.
Assets Under Management$570M
Clients477
Advisors11
Avg. per Client$1.2M
Avg. per Advisor$52M
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
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Estimated Annual Fee
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