Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CCS offers several wrap fee programs with fees that are negotiable and vary by program, the Financial Professional's experience, geographic location, and other factors. The fees cover advisory, execution, custodial, and reporting services. The Asset Advisor program typically ranges from 1.00% to 1.5% annually, with a maximum of 3.0%. FundSource typically ranges from 1.00% to 1.5% annually, with a maximum of 2.0%. CustomChoice typically ranges from 1.00% to 1.5% annually, with a maximum of 1.75%. Personalized UMA typically ranges from 1.00% to 1.5% annually, with a maximum of 2.5%. Private Advisor Network has a maximum annual fee of 2.0%.
Areas of Practice
Advisor Information
Office location
Cincinnati, OH
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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Martin owns Martin Dressman CPA, LLC, providing tax services since 1991, primarily during tax season. He also co-owns a rental property called Boone's Lodge with his wife, dedicating a few hours per week to it.