CCF Advisors provides ongoing investment management based on your individual goals and risk tolerance. They create a plan to help select a portfolio that matches your specific situation. CCF also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. CCF may direct clients to third-party money managers and receive a portion of the fees.
Assets Under Management$12M
Clients51
Advisors2
Avg. per Client$240K
Avg. per Advisor$6M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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