Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
165 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$282.2M

Fee Structure

Minimum Investment:$500K
Hourly Rate:$200 - $400/hr

CCAM charges between $200 and $400 per hour for financial planning and consulting services; the exact rate is negotiable. These fees are separate from investment management fees. CCAM may receive commissions from insurance companies for placing assets into insurance products. Investment management fees are negotiable and depend on factors like asset size and plan complexity.

Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate Planning
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Advisor Information

Office location

140 N. 8th Street, 410 the Apothecary, Lincoln, NE, 68508

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Regulatory History
Clean regulatory record

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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Other Business Activities

Amber will work as an assistant for Capital Consulting and Asset Management. This will take nearly full-time hours.

Employment History
Current Registrations
Capital Consulting & Asset Management
August 2015 - Present · 10 yrs 5 mos
State Registrations6 states
AZCAMNNETXWA
Advisor
Exams
No exam information available for this advisor.