Christy Capital Management (CCM) offers investment advice and wealth management services to individuals, high-net-worth individuals, trusts, estates, retirement plans, and businesses. CCM provides services such as federal employee benefit analysis, estate conservation, tax planning, retirement strategies, and insurance and annuity products. CCM uses third-party investment managers to design and manage model portfolios for clients who grant CCM authority over their assets.
Fee Structure
CCM uses third-party managers to manage client investments. The total annual fee for asset management services will be no more than 1.8% of the account value. CCM receives up to 1.5% of this fee, with the subadvisor receiving the remainder. This fee is deducted directly from the client's account. Clients may also incur additional fees such as transaction fees, broker commissions, ETF fees, and mutual fund fees.