Chevelon Capital Management (CCM) provides ongoing portfolio management based on your individual financial situation, goals, and risk tolerance. CCM creates a personalized Investment Policy Statement for each client. Financial planning services cover investments, insurance, taxes, retirement, education, and debt management. CCM primarily recommends equities but may use other investments like mutual funds, fixed income, and ETFs to diversify portfolios.
Assets Under Management$47M
Clients35
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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