| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
CCM offers two fee schedules: an asset-based management fee of 1% annually, assessed quarterly, or a profit-based management fee of 10% of account profits for qualified clients (those with at least $1,100,000 under management or a net worth of more than $2,200,000). A minimum investment of $500,000 is required, but may be waived at CCM's discretion. Assets invested in the Blue Chip Investor Fund are excluded from CCM’s management fee.
575 Anton Blvd. #570, Costa Mesa, CA, 92626
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