Chief Capital Management (CCM) provides investment management and financial planning services to individuals. CCM reviews each client's financial situation, covering money management, risk, retirement, estate, and tax planning. Investment management focuses on mutual funds, tailored to client preferences like socially responsible investing. CCM has the authority to make investment decisions for clients without prior approval.
Assets Under Management$12M
Clients14
Advisors1
Avg. per Client$860K
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.95% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.55% |
| $4M+ | 0.45% |
Fees may be discounted or negotiated at CCM's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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