Cox & Company Investment Advisors (CCIA) provides investment advisory services by hiring external money managers to manage client investments in equities and fixed income. CCIA also directly manages mutual fund portfolios. CCIA works with clients to understand their financial goals, risk tolerance, and other factors to determine the best investment approach. CCIA then oversees the external money managers through quarterly reports and annual meetings.
Assets Under Management$17M
Clients29
Advisors1
Avg. per Client$580K
Avg. per Advisor$17M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are typically 1.00% to 1.25% for actively managed equity and fixed income portfolios and 0.75% for mutual fund portfolios. Fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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