Chieco Capital Management (CCM) provides financial planning and investment management services. CCM offers advice on financial objectives, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning. CCM is a fee-only firm and does not sell commissioned products or accept commissions. Investment advice is provided with the client making the final decision. CCM also offers tax preparation and consulting services.
Assets Under Management$8.2M
Clients6
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$8.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fees may be negotiable. Current client relationships may exist where the fees are lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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