Cannon Capital Management (CCM) offers investment management and financial planning services to individuals and families. CCM also provides pension consulting and advisory services to retirement plans. CCM manages client accounts on a discretionary basis, meaning they can buy or sell securities without prior approval. CCM uses various investment vehicles, including stocks, bonds, mutual funds, and ETFs. CCM does not participate in wrap fee programs.
Assets Under Management$330M
Clients273
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
CCM does offer discounts to select friends, employees and family of the Firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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