Advisor at Manchester Capital Management LLC
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Firm
Manchester Capital Management LLC
Location
Charlottesville, VA 22902
Credentials
Series 65
Industry experience
3 years
Maria Bolanos Wong is a financial advisor at Manchester Capital Management LLC with three years of industry experience. She holds a Series 65 designation and has worked at Manchester Capital Management since 2021. Her prior experience includes roles at Transparent.ly, Nomura Securities, and the University of Virginia. Manchester Capital Management provides advisory services to individuals, families, family offices, pension plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, family office services, private real estate acquisition and asset management, and manages multiple private limited partnerships with a focus on strategic asset allocation and ongoing portfolio oversight.
Based on Manchester Capital Management LLC
Based on Manchester Capital Management LLC
Family Office CFO Services charged as flat annual fee with minimum $180,000; Consulting Services fees typically range from $10,000 to $500,000
$0 - $10 million: 1.00% $10 million - $25 million: 0.80% $25 million - $50 million: 0.60% $50 million+: 0.40%
Account minimum: $200,000 Minimum fee: Minimum annual fee of $200,000 for Investment Advisory Services
323 2nd Street Suite 710
Charlottesville, VA 22902
Virginia
Manchester Capital Management
2021 - Present (5 years)
Transparent.ly
2020 - 2021 (1 year)
University of Virginia
2020 - 2020 (1 year)
Nomura Securities
2019 - 2019 (1 year)
University of Virginia
2016 - 2020 (4 years)
Colegio Maya
2012 - 2016 (4 years)
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Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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Ulmer Financial
Ulmer Financial brings together your investments and tax preparation in one place, so you don’t have to deal with multiple advisors. Our goal is to make managing your money and filing your taxes easier. I became fascinated by investing at a young age and bought my first stock when I was 10 years old. Despite its importance, I have found that personal finance is rarely talked about and people are often ill-equipped to plan for their futures. I decided to become a financial planner to help solve this problem. I am passionate about making financial planning accessible to my clients and helping them invest to achieve their goals. I also enjoy making clients' lives easier by streamlining their investments and tax preparation. Before starting Ulmer Financial in 2022, I worked as an assistant to a financial planner where I created and operated our investment management process, researched a variety of financial planning issues, and served clients. I have a BS in Commerce from the University of Virginia's McIntire School of Commerce and am a CERTIFIED FINANCIAL PLANNER (TM) professional. I am also an Enrolled Agent admitted to practice before the Internal Revenue Service. The most important thing in my life is my relationship with Jesus Christ. I seek to glorify Jesus Christ and make Him known, as I help individuals steward their finances.
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