Claremont Capital Management (CCM) offers ongoing investment management services tailored to each client's individual goals, risk tolerance, and time horizon. CCM creates an Investment Policy Statement for each client to guide investment decisions. CCM may use mutual funds, equities, bonds, fixed income, debt securities, ETFs, REITs, and government securities. CCM requests authority to make trades without asking for permission each time.
Assets Under Management$800M
Clients27
Advisors2
Avg. per Client$30M
Avg. per Advisor$400M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.95% |
| $10M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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