Collegiate Capital Management (CCM) offers asset management services to individuals, high net worth individuals, businesses, and retirement plans. CCM develops investment strategies based on each client's objectives, financial situation, and risk tolerance. CCM offers customized investment advice, cash management portfolios, and model portfolios. CCM also provides guidance across a wide variety of financial related issues that impact clients’ and their heirs’ quality of life.
Assets Under Management$580M
Clients416
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Fee schedule is for Customized Investment Advice. Cash Management Portfolios have a separate fee schedule (0.50% to 0.35%). PRISM Model Portfolios have a flat fee of 0.90%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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