Advisor at Maple Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Maple Capital Management, Inc.
Location
Montpelier, VT 05602
Credentials
CFP®, Series 63, Series 65
Industry experience
37 years
Debbie Montgomery is a CFP® professional with 37 years of experience in the financial industry. She has been with Maple Capital Management, Inc. since 2016 and also maintains roles at Kovack Advisors, Inc. and Kovack Securities, Inc. since 2014. Maple Capital Management provides discretionary portfolio management and investment consulting to a diverse client base, including high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm manages approximately $2.19 billion in regulatory assets, focusing on portfolios constructed from individual stocks and bonds using fundamental equity analysis and laddered fixed-income strategies.
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
Georgia · Vermont
Maple Capital Management, Inc.
2016 - Present (10 years)
Kovack Advisors, Inc
2014 - Present (12 years)
Kovack Securities, Inc
2014 - Present (12 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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