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
Series 65
Industry experience
1 year
Miguel Rivas is a financial advisor at Maple Capital Management, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Cornerstone Investment Partners and Deutsche Bank. 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 manages approximately $2.19 billion in regulatory assets and constructs portfolios primarily using individual stocks and bonds, supplemented by 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
Georgia · Vermont
Maple Capital Mangement Inc
2024 - Present (2 years)
Cornerstone Investment Partners
2021 - 2024 (3 years)
Deutsche Bank
2020 - 2021 (1 year)
Mississippi State University
2020 - 2020 (1 year)
Mississippi State University
2016 - 2020 (4 years)
Oakwood University
2015 - 2017 (2 years)
Calhoun Community College
2015 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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
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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