Carmel Capital Management (CCM) is an investment advisor providing wealth and portfolio management through separately managed accounts. CCM works with trusts, retirement accounts, high-net-worth individuals, family offices, corporations, pensions, profit-sharing plans, endowments, and foundations. CCM tailors its services to each client's needs, considering their investment objectives, financial condition, and retirement goals. CCM manages all client accounts on a discretionary basis.
Assets Under Management$390M
Clients102
AdvisorsN/A
Avg. per Client$3.8M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$4M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In some cases, when Carmel Capital Management accepts an initial investment that is below $4.0 million, they may charge a higher advisory fee (up to 1.5%).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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