Jeff White is a registered investment advisor at Ccm New Opportunities, LLC, based in Merriam, KS, with 10 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are subject to negotiation with the client.
Fee Estimator
Location
6700 Antioch, Suite 250, Merriam, KS, 66204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ccm New Opportunities, LLC
Columbia Capital Management, LLC
State Registrations1 state
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