City Capital Management (CCM) offers investment management services using Charles Schwab as custodian. CCM provides investment advice to individuals and corporate entities on securities such as stocks, bonds, and mutual funds. CCM's analysis includes fundamental equity information, historical price review, and technical price review. Investments are tailored to each client's needs, risk tolerance, and expectations. Clients can instruct CCM to limit or avoid certain securities.
Assets Under Management$15M
Clients149
Advisors1
Avg. per Client$100K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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