Christian Curry Batchelder (CCB) offers financial planning and investment management services. Financial planning covers net worth, objectives, risk tolerance, cash flow, taxes, retirement, education funding, and estate planning. CCB also helps clients understand their feelings about money. For investment management, CCB selects mutual funds based on your goals, risk tolerance, and financial situation, and monitors your portfolio.
Assets Under Management$91M
Clients30
Advisors1
Avg. per Client$3M
Avg. per Advisor$91M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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