| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
CCM offers two fee schedules: an asset-based management fee of 1% annually, assessed quarterly, or a profit-based management fee of 10% of account profits for qualified clients (those with at least $1,100,000 under management or a net worth of more than $2,200,000). A minimum investment of $500,000 is required, but may be waived at CCM's discretion. Assets invested in the Blue Chip Investor Fund are excluded from CCM’s management fee.
575 Anton Blvd, Ste 500, Costa Mesa, CA, 92626-7685
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