Charybdis Investments International (CII) is a registered investment advisory firm owned and operated by Douglas Lee Adams. CII operates as a fee-only advisory, charging an annual fee on actively managed accounts. CII focuses on providing advice and does not sell commission-based products like annuities or insurance. CII aims to create individualized investment strategies, encouraging client participation in the investment decision-making process through quarterly portfolio reviews.
Assets Under Management$7M
Clients30
AdvisorsN/A
Avg. per Client$230K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$600
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
The annual fee ranges from $600 to $8,000 per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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No advisors found for this firm.