Cuthbert Capital Management (CCM) provides ongoing asset management services to clients, determining investment goals, risk tolerance, and objectives. Investment strategies, selection, and portfolio monitoring are based on these factors. CCM has discretionary authority to execute investment program transactions. CCM primarily advises high net worth individuals.
Assets Under Management$76M
Clients21
Advisors1
Avg. per Client$3.6M
Avg. per Advisor$76M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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