CCF Advisors offers ongoing portfolio management and financial planning services tailored to each client's individual goals, time horizon, and risk tolerance. CCF Advisors creates a personalized investment policy statement for each client to guide asset allocation and security selection, which may include mutual funds, stocks, bonds, exchange-traded funds, real estate, and other investments. In addition to managing investments directly, CCF Advisors can also connect clients with third-party money managers and provide hourly financial planning or one-time personal financial statements. The firm primarily serves individuals, high-net-worth individuals, and business owners.
Assets Under Management$14M
Clients54
Advisors2
Avg. per Client$260K
Avg. per Advisor$6.9M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are paid quarterly in arrears and are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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