Comprehensive Capital Management (CCM) is a registered investment advisor that offers investment advice and financial planning services. CCM works through a network of financial advisors who provide customized advice to clients. These advisors can select investments and strategies, subject to CCM's compliance oversight. CCM offers individual portfolio management, model portfolios, retirement plan consulting, selection of third-party money managers, and financial planning.
Fee Structure
CCM offers investment management services where the annual fee is a percentage of the assets they manage. The fee generally ranges from 0.25% to 2.95%. Each financial advisor at CCM can set their own fee rates within this range and negotiate with clients. CCM also offers active management services for a similar fee range. Pension consulting services are also offered for a similar fee range.