Cullen Capital Management, LLC

Fee-Only (% of Portfolio)

Cullen Capital Management (CCM) manages investments for individuals, pension plans, trusts, charities, corporations, mutual funds, and exchange-traded funds. CCM focuses on undervalued investments using fundamental and technical analysis. They manage client accounts using 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 Management$9.1B
Clients7,423
AdvisorsN/A
Avg. per Client$1.2M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Cullen Capital Management (CCM) typically charges a management fee based on the value of your investments. This fee can range from 0.00% to 1.25% per year, depending on the investment strategy used. The specific fee arrangement is detailed in your agreement with CCM. These fees are negotiable based on factors like account size and complexity. The fees do not include brokerage commissions or other transaction costs.

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