Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CCA charges an annual investment management fee of up to 1.5%, billed quarterly or monthly, based on assets under management. The advisor who referred the account to CCA will also charge a fee. Both fees are mutually agreed upon and disclosed. Fees may be calculated on the last business day of the quarter or using the account's Average Daily Balance. The minimum account value is $100,000, except for qualified investors where the minimum is $5,000,000. TAMP fees range from 20 bps to 90 bps, sub-advisor fees range from 15 bps to 60 bps, and back office fees range from 10 bps to 25 bps depending on account size, underlying investment strategy, and custodian.
Areas of Practice
Advisor Information
Office location
2520 Northwinds Parkway, Suite 309, Alpharetta, GA, 30009
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.
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Charles serves as an Investment Advisor Representative of Cardea Capital Advisors, LLC through his company, Wood Investment Group, LLC. He manages investment portfolios and provides advisory services.