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 different types of investments, including stocks and bonds. CCM also participates in wrap-fee programs.
| 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.