CCM/Investment Counsel, established in 1997, provides investment solutions tailored to individual client needs. They use a four-step approach: determining client objectives, establishing written investment guidelines, investing the portfolio, and ongoing monitoring. Clients can place restrictions on investments. Frank G. Cihlar, the firm's founder, retains full ownership and serves as the investment officer.
Assets Under Management$39M
Clients52
Advisors1
Avg. per Client$740K
Avg. per Advisor$39M
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Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.00% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
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