Michael Burkett is a CFA-designated registered investment advisor at Ccm Investment Advisers, LLC, based in Columbia, SC, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 797 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.45% |
Fees listed are for Equity/Balanced accounts. Fixed Income accounts have a different fee schedule: Up to $10M: 0.50%, Next $10M: 0.35%, Over $20M: 0.25%. Advisory fees are negotiable depending on client circumstances.
Fee Estimator
Location
1201 Main Street Suite 1910, Columbia, SC, 29201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ccm Investment Advisers, LLC
State Registrations1 state
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