CCR Investment Advisers provides investment advice through consultations, including determining financial objectives, cash flow management, investment management, education funding, and retirement planning. They manage investments on a discretionary basis, meaning they make trades without asking you each time. CCR Investment Advisers is a fee-only firm, and does not act as a custodian of client assets.
Assets Under Management$56M
Clients95
Advisors3
Avg. per Client$590K
Avg. per Advisor$19M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $750K | 0.50% |
| $750K+ | 0.50% |
Fees are negotiable for amounts over $750,001. When multiple family accounts are opened, these accounts may be aggregated in order to obtain the favorable fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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