Cimarron Capital Management, LLC

Fee-Only (% of Portfolio)

Cimarron Capital Management (CCML) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. CCML creates an Investment Policy Statement for each client. CCML primarily recommends small cap value investments, but may use other securities to diversify portfolios. CCML requires authority to make trades without asking clients first. CCML generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds or non-U.S. securities.

Assets Under Management$30M
Clients15
Advisors1
Avg. per Client$2M
Avg. per Advisor$30M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

Fees are negotiable. Qualified clients also pay a performance fee of 20% of capital appreciation.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm