CMC Advisors offers consulting services to retirement plans organized under federal retirement plan rules. CMC Advisors assists with selecting and monitoring investment options for plan participants. They may also create asset allocation models. CMC Advisors operates as a fiduciary, meaning they are legally required to act in the client's best interest.
Assets Under ManagementN/A
Clients271
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.30% |
| $15M+ | 0.20% |
Fees are negotiable at the discretion of CMC Advisors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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