3CM Capital Management provides investment advice and financial planning to individuals, high net worth individuals, and businesses. Services include portfolio management, financial planning, financial consulting, and selection of other advisors. Investment advice is tailored to each client's needs and objectives.
Assets Under Management$7M
Clients73
Advisors1
Avg. per Client$96K
Avg. per Advisor$7M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$180
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable depending on individual client circumstances. The firm may combine account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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