Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum fee per quarter is $500. CCM reserves the right to negotiate a client-specific fee schedule.
Fee Estimator
CCM charges fees based on a percentage of assets under management. The minimum fee per quarter is $500. For clients receiving investment management services, there is no separate financial planning fee. CCM may negotiate a client-specific fee schedule or provide portfolio management services for an annual fixed fee ranging from $10,000 to $25,000, depending on the complexity of the services provided. IDS traditionally charges 0.25% for its service.
Areas of Practice
Advisor Information
Office location
4030 Smith Rd., Suite 200, Cincinnati, OH, 45209
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Adam is the Director of Operations at F/m Acceleration, LLC, which provides back-office and marketing support for registered investment advisors. Adam dedicates nearly full-time hours to providing trading, settlement, execution, and operational support.