Ciovacco Capital Management (CCM) manages investment portfolios for individuals, high net worth individuals, corporations, and other business entities. CCM uses its own market model to allocate investments between growth-oriented and lower-volatility exchange-traded funds (ETFs). CCM primarily advises on ETFs, but may also provide advice on other investments. All accounts are managed on a discretionary basis, with limited tailoring based on individual needs and risk tolerance.
Assets Under Management$180M
Clients220
Advisors1
Avg. per Client$840K
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
CCM calculates investment advisory fees every 90 days based on the allocation of your portfolio:
- Cash & Cash Equivalents: 0.20% per year
- Diversified, Lower-Volatility ETFs: 0.50% per year
- Non-Diversified, Higher-Volatility ETFs: 1.00% per year
Clients with larger household balances may be eligible for a reduction in fees:
- Over $2,000,000: 5% reduction
- Over $5,000,000: 10% reduction
- Over $10,000,000: 15% reduction
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