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Bartholomew Earley

Advisor at Manchester Capital Management LLC

Updated today
Manchester Capital Management LLC logo

Firm

Manchester Capital Management LLC

Location

Manchester, VT 05254

Credentials

CFP®, CFA®, Series 63, Series 66

Industry experience

18 years

About

Bartholomew Earley is a CFP® and CFA® with 18 years of industry experience. He has been with Manchester Capital Management LLC since 2007. Manchester Capital Management provides advisory services to individuals, high-net-worth families, family office entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, family office services, private real estate acquisition and asset management, and acts as investment adviser and Managing General Partner for a series of private limited partnerships, with an investment process focused on strategic asset allocation and ongoing portfolio monitoring.

Client services

Based on Manchester Capital Management LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Manchester Capital Management LLC

Private / alternative investments Real estate investing Concentrated stock management Charitable giving & philanthropy Business Financial Management

Occupation focus

Based on Manchester Capital Management LLC

Founder/Business Owner Executive

Fee options

Fixed

Family Office CFO Services charged as flat annual fee with minimum $180,000; Consulting Services fees typically range from $10,000 to $500,000

Percentage

$0 - $10 million: 1.00% $10 million - $25 million: 0.80% $25 million - $50 million: 0.60% $50 million+: 0.40%

Other

Account minimum: $200,000 Minimum fee: Minimum annual fee of $200,000 for Investment Advisory Services

Location

3657 Main Street

Manchester, VT 05254

Most active in

California · Vermont · Virginia

Work history

Manchester Capital Management LLC

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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