Crenshaw Capital Management (CCM) aims to create portfolios that offer clients the highest rate of return for the amount of risk taken. CCM creates a personalized Investment Policy for each client to determine their needs and goals and how these goals are to be achieved with regards to their risk tolerance. CCM actively manages accounts on a discretionary basis, always putting the interest of their clients first.
Assets Under Management$2.9K
Clients1
Advisors1
Avg. per Client$2.9K
Avg. per Advisor$2.9K
Fee Structure
Minimum Investment:$5M
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $8.0M | 0.90% |
| $8.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.65% |
| $15M+ | 0.50% |
Fees and account minimums are negotiable depending on the parameters of the assignment and total assets under management. An additional 0.25% is added to each fee amount for all clients who want financial planning services offered in addition to our investment supervisory services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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