CMC Advisors manages investment portfolios and provides financial planning and consulting services. CMC offers a large cap equity growth strategy and diversified portfolio management. The firm manages accounts with at least $100,000 and offers consulting for an hourly rate. CMC aims to customize portfolios based on client goals, risk tolerance, and time horizon.
Assets Under Management$19M
Clients7
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
CMC Advisors manages investment portfolios for a fee based on the value of your portfolio. The annual fee is:
- Up to $1,999,999: 1.10%
- $2,000,000 to $2,999,999: 1.00%
- $3,000,000 to $4,999,999: 0.85%
- $5,000,000 to $9,999,999: 0.75%
- $10,000,000 to $14,999,999: 0.65%
- $15,000,000 to $19,999,999: 0.55%
- $20,000,000 to $99,999,999: 0.45%
- Over $99,999,999: 0.35%
CMC Advisors may also charge a performance fee of 15% on accounts invested in the CMC Growth Portfolio.
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