Maple Capital Management Fees & Minimum

Overview

Headquarters: Montpelier, VT
Total Firm Assets: $2.6 billion
Average High-Net-Worth Client Portfolio Size: $2.9 million

Fee Disclosure

Source: FORM ADV PART 2A AND SUPPLEMENTAL 2B (2026-08-05) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.00%
$500,001	$1,000,000	0.75%
$1,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$8,750	0.88%
$5 million	$28,750	0.58%
$10 million	$53,750	0.54%
$50 million	$253,750	0.51%
$100 million	$503,750	0.50%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 73.76%
Number of High-Net-Worth Clients: 654
Total Client Accounts: 3,579
Discretionary Accounts: 3,579

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 130209

FORM ADV PART 2A AND SUPPLEMENTAL 2B (2026-08-05) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Maple Capital Management, Inc.