Cox Capital Management (CCM) manages investment portfolios for clients based on their individual needs and goals. CCM gathers information about clients' objectives, risk tolerance, and financial background to create a personalized investment policy. CCM manages accounts on a discretionary basis, meaning they can make trades without prior consent. CCM also provides consulting services on a limited basis, offering advice on estate planning, insurance, and real estate matters. CCM does not participate in a wrap fee program.
Fee Structure
Cox Capital Management's fee for managing your investments typically ranges from 0.20% to 1.00% per year. The specific fee depends on factors like the size of your account and the complexity of your portfolio. Fees are billed quarterly based on the value of your account on the last day of the quarter. Employees and their family-related accounts are charged a reduced fee.