Ccm Investment Management, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
CCM Investment Management (CCMIM) offers portfolio management based on your goals, timeline, and risk tolerance. They create an investment plan for each client. CCMIM also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. CCMIM generally invests in fixed income, real estate funds, insurance products, equities, ETFs, treasury inflation protected bonds, non-U.S. securities and private placements.
Assets Under Management$19M
Clients106
Advisors2
Avg. per Client$180K
Avg. per Advisor$9.3M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.45% |
| $50K - $250K | 1.30% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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