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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
A $35,000 minimum fee applies, with certain pre-approved exceptions. The fee schedule is based on a $3 million minimum.
Fee Estimator
CCTC's advisory fees are based on a percentage of assets under management. A $35,000 minimum fee applies, with certain pre-approved exceptions. The basic fee schedule is as follows, based on a $3 million minimum: 1.25% on the first $2,000,000; 1.00% on the next $3,000,000; 0.75% on the next $5,000,000; and 0.50% on the balance. Fixed income only accounts (subject to a $7.5M minimum fixed income investment) are charged: 0.50% on the first $5,000,000; 0.40% on the next $5,000,000; and 0.30% on the balance. Clients also pay brokerage expenses. Fee schedules for trustee, administrator, or custodial services are available upon request.
Areas of Practice
Advisor Information
Office location
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD, 20814
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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