Capital Consulting & Asset Management (CCAM) provides customized financial planning and investment management services. CCAM works with clients to understand their financial situation, goals, and risk tolerance. CCAM offers financial planning, investment management, and consulting services. For clients with over $500,000, CCAM offers access to third-party investment managers.
Assets Under Management$180M
Clients170
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$61M
Fee Structure
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Investment management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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