CC Investment Advisors (CCIA) provides ongoing asset management services to clients based on their individual financial goals, risk tolerance, and time horizon. CCIA offers three investment strategies: Managed Asset Allocation, Managed Fixed Income, and Managed Equity and Covered Call Writing. Clients can impose restrictions on investments. CCIA does not sponsor wrap fee programs.
Assets Under Management$16M
Clients32
Advisors1
Avg. per Client$510K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $8.0M | 0.50% |
| $8M+ | 0.30% |
This fee schedule is for Managed Asset Allocation. Other strategies have different fee schedules. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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