Coryell Capital Management (CCM) manages stock portfolios, focusing on managing portfolio beta and option delta. CCM uses a proprietary S&P 500 valuation model and futures and options overlay (CCM One Eleven Program) to manage risks and opportunities in the U.S. large capitalization market. CCM aims to outperform the S&P 500 Index on a risk-adjusted basis through active beta and option delta management.
Fee Structure
Coryell Capital Management (CCM) charges an annual fee based on the value of your portfolio. The fees are negotiable and billed quarterly. Clients with multiple accounts will have their assets combined for fee calculation purposes.
All Portfolios
- First $250,000: 1.00% per year
- $250,000.01 to $1,000,000: 0.75% per year
- $1,000,000.01 to $5,000,000: 0.50% per year
- $5,000,000.01 to $10,000,000.01: 0.25% per year
- Over $10,000,000.01: 0.10% per year
CCM Tactical Balanced Account
- First $1,000,000: 0.50% per year
- $1,000,000.01 to $5,000,000: 0.35% per year
- $5,000,000.01 to $10,000,000: 0.25% per year
- Over $10,000,000.01: 0.10% per year
CCM Tactical S&P 500 Index Account
- First $1,000,000: 0.25% per year
- $1,000,000.01 to $5,000,000: 0.15% per year
- $5,000,000.01 to $10,000,000: 0.10% per year
- Over $10,000,000.01: 0.00% per year
Clients enrolling in the CCM Tactical S&P 500 Index Account will also be enrolled in the CCM One Eleven Program, which has a separate fee schedule.