Schafer Cullen Capital Management INC

Fee-Only (% of Portfolio)

Cullen Capital Management (CCM) manages investments for individuals, retirement plans, trusts, charities, corporations, mutual funds, and private funds. CCM focuses on identifying undervalued investments using fundamental and technical analysis. CCM manages client accounts according to value-based strategies, buying companies with low price-to-earnings and/or price-to-book value ratios, with a long-term outlook of three to five years.

Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Cullen Capital Management typically charges a fee based on the value of your investments. This fee generally ranges from 0.00% to 1.25% per year, depending on the investment strategy used. The specific fee is established in your agreement with Cullen Capital Management and is negotiable based on factors like account size and complexity. The fee does not include brokerage commissions or other transaction costs.

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