Correll Co. Investment Services Corp. (CCISC) offers two main services: Tactical Asset Allocation, where they help you choose a risk profile and manage your investments accordingly, and 404(c) Investment Advisory services for retirement plans, where they select mutual funds and provide educational materials for plan participants. CCISC tailors its advice to each client's needs.
Assets Under Management$230M
Clients71
Advisors1
Avg. per Client$3.3M
Avg. per Advisor$230M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.25% |
| $1M+ | 0.13% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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