Cullen, Patterson Capital Management (CPCM) offers investment management services to individuals, businesses, and institutions. CPCM determines investment strategies based on client needs, circumstances, and views of the financial markets. Advice is given on stocks, bonds, and other liquid assets traded on public exchanges, as well as financial instruments issued by banks, insurance companies, and other financial institutions. Client requirements and investments are reviewed periodically.
Assets Under Management$180M
Clients8
Advisors1
Avg. per Client$23M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Minimum annual fee of $5,000. Lower fees for comparable services may be available from other sources. Depending on level of service, other fee arrangements may be available.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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