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.
Fee Estimator
CCTC's advisory fees are based on a percentage of assets under management, subject to negotiation. A $35,000 minimum annual fee applies, with pre-approved exceptions. The firm requires a $3 million minimum to work with them. Fees for trustee, administrator, or custodial services are available upon request. Clients also pay brokerage expenses. Fixed Income Only accounts are subject to a minimum fixed income investment of $7.5M.
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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