Chickasaw Capital Management (CCM) manages investments for institutions, high-net-worth individuals, and private funds. CCM primarily offers investment management services on a discretionary basis, focusing on master limited partnerships (MLPs). CCM may also offer advice on equity, debt, and other investment products. CCM's investment philosophy centers on building portfolios with the potential for solid total returns through growing earnings and revaluation of company earnings.
Fee Structure
Chickasaw Capital Management's (CCM) standard advisory fees are based on the average value of the assets they manage for you. The annual fee is:
- 1.50% for MLP accounts
- 1.50% for Equity and Balanced Accounts
- 0.40% for Fixed Income Accounts
These fees are typically based on the average or ending market value of your investments and are charged quarterly, either in arrears or in advance, as agreed upon in your contract.