Cranston Capital Management (CCM) offers portfolio management based on individual client goals and risk tolerance. CCM creates an Investment Policy Statement for each client to guide investment decisions. CCM also offers financial planning services on an hourly or fixed-fee basis. CCM generally invests in mutual funds, equities, bonds, ETFs, and other securities.
Assets Under Management$26M
Clients32
Advisors1
Avg. per Client$820K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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