Childress Investment Management (CIM) provides investment management services to individuals, small businesses, and trusts. Frank A. Childress, the sole owner, makes all investment decisions. CIM invests in mutual funds, ETFs, stocks, and bonds based on economic data and fundamental research. Portfolios are tailored to each client's specific needs, considering factors like age, income, and risk tolerance. Clients can impose restrictions on certain types of investments.
Assets Under Management$2.9M
Clients17
Advisors1
Avg. per Client$170K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K+ | 1.25% |
Fees are negotiable for accounts over $250,000. Fee is based on the size and objectives of the account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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