Advisor at Maple Capital Management, Inc.
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Firm
Maple Capital Management, Inc.
Location
Montpelier, VT 05602
Credentials
Series 65
Industry experience
3 years
David Bosworth is a Series 65 licensed financial advisor at Maple Capital Management, Inc. in Montpelier, VT, with three years of industry experience. His prior work includes five years at Community Trust Services and eighteen years at Merchants Trust Company. Maple Capital Management provides discretionary portfolio management and investment consulting to individual and institutional clients, including high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm employs fundamental equity analysis and laddered fixed-income strategies, constructing portfolios primarily from individual stocks and bonds while supplementing with mutual funds, ETFs, or sub-advisors as appropriate.
Based on Maple Capital Management, Inc.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
Fee-only: Advisory fees range from 0.23% to 1.25% of assets under management, negotiable.
535 Stone Cutters Way
Montpelier, VT 05602
Vermont
Maple Capital Management
2022 - Present (4 years)
Community Trust Services
2017 - 2022 (5 years)
Merchants Trust Company
1999 - 2017 (18 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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