Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.70% |
Portfolio management fees are negotiable.
Fee Estimator
The annual fee for portfolio management is 0.70% of assets under management. Fees are charged quarterly, based on the value of the client's account at the end of the previous quarter. These fees are negotiable. Clients may pay fees directly or have them debited from their account. CCM, LLC recommends only no-load mutual funds.
Areas of Practice
Advisor Information
Office location
Townsite Plaza #2, Suite 105, 120 SE 6th Avenue, Topeka, KS, 66603-3515
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 ActivitiesSells Insurance
Katherine spends about half her time meeting with and enrolling eligible participants into Section 125 plans for various companies, earning commissions. She also serves as an investment advisor representative for Cobler Capital Management's portfolios, dedicating minimal time to this role.