5C Capital Management (5CCM) provides investment advice and financial planning to individuals, trusts, estates, charitable organizations, and corporations. 5CCM offers services such as financial planning, investment management, and asset allocation. 5CCM works with clients to establish an investment policy and reviews strategies to meet philanthropic goals and obtain related tax benefits. As a fiduciary, 5CCM prioritizes client interests and bases recommendations on independent research.
Assets Under Management$540M
Clients515
Advisors8
Avg. per Client$1M
Avg. per Advisor$67M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Schedule is for Equity and Balanced Account Strategies. For Fixed Income Account Strategies: Initial $2,000,000: 0.65%, Next $3,000,000: 0.50%, Next $5,000,000: 0.35%, Greater than $10,000,000: 0.20%. For 529 Plan Accounts: 0.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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