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.
Assets Under Management$1.3B
Clients797
Advisors8
Avg. per Client$1.7M
Avg. per Advisor$160M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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