Carbon Collective Investing (CCI) provides investment portfolios that avoid fossil fuels and invest in companies building climate change solutions. CCI offers services to individuals and company 401(k) plans through online interfaces. CCI uses algorithm-based portfolio management, customized to each client's goals and risk tolerance. Clients can contact CCI representatives with questions.
Assets Under Management$230M
Clients1,306
Advisors4
Avg. per Client$180K
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$100
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5K | 1.00% |
| $5K+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...