C & C Financial Services provides investment management services on a discretionary or non-discretionary basis. C & C Financial Services does not provide financial planning services, but an affiliated company does. C & C Financial Services charges an annual investment management fee based on a percentage of the value of the assets they manage.
Assets Under Management$61M
Clients46
AdvisorsN/A
Avg. per Client$1.3M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees can be negotiated based on complexity of the account, amount of trading activity, and size of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.