Ccm Investment Advisers, LLC
Assets Under Management
$1.3B
Number of Clients
797
Number of Advisors
7
Avg. Portfolio per Client
$1.7M
Avg. Managed per Advisor
$188.3M
Compensation
Fee-Only (% of Portfolio)
About This Firm
CCM Investment Advisers manages investment portfolios for individuals and institutions based on their investment goals. CCM makes ongoing decisions about which securities to buy and sell without needing client approval for each transaction. CCM uses fundamental analysis to manage stocks and bonds. CCM also participates in wrap-fee programs.
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 are for Equity/Balanced accounts. For Fixed Income accounts: Up to $10M: 0.50%, Next $10M: 0.35%, Over $20M: 0.25%. Advisory fees are negotiable depending on client circumstances. CCM also manages accounts as a subadviser or participates in wrap-fee programs, where fees range from 0.30% to 0.50%.
Fee Estimator
Areas of Practice
Location
1201 Main Street Suite 1910, Columbia, SC, 29201