Core Capital Management & Research (CCMR) offers investment advice to individuals, trusts, estates, and business organizations. CCMR provides both discretionary and non-discretionary investment advisory services, including selecting investments based on a client's needs and risk tolerance. CCMR's services include investment strategy, asset allocation, and portfolio monitoring. CCMR does not participate in wrap fee programs.
Fee Structure
Core Capital Management & Research (CCMR) charges a fee based on the value of your portfolio. The annual fee ranges from 0.10% to 3.00%, depending on the size and complexity of the account. The specific fee is negotiable. You can choose to have fees deducted quarterly, semi-annually, or annually. CCMR also charges a $75 annual fee that is negotiable.