Carnahan Capital Management (CCM) offers ongoing asset management services to clients. CCM determines individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring, and the overall investment program will be based on these factors. CCM has discretionary authority to execute selected investment program transactions.
Assets Under Management$7.5M
Clients6
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Clients that maintain their account with CCM for at least 5 years will receive an asset management fee reduction of 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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