Advisor at Maple Capital Management, Inc.
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Firm
Maple Capital Management, Inc.
Location
Montpelier, VT 05602
Credentials
Series 65
Industry experience
24 years
Ramsey Luhr is a Series 65-licensed financial advisor with 24 years of industry experience. He has been with Maple Capital Management, Inc. since 2004. 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 primarily constructs portfolios 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
Texas · Vermont
Maple Capital Management, Inc.
2004 - Present (22 years)
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Other specialized services
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