CCMI LLC's annual investment advisory fee is based on a percentage of the assets managed, billed quarterly in arrears. The rates are 1.0% on the first $1 million, 0.80% on assets between $1,000,001 and $2 million, 0.60% on assets between $2,000,001 and $3 million, and 0.40% on assets exceeding $3 million. Financial planning services range from $2,500 to $10,000, depending on the hours involved, but are provided at no additional fee for investment advisory clients with liquid assets exceeding $4 million. Hourly fees range from $90 to $310. The ideal minimum portfolio size is $500,000, but smaller portfolios may be accommodated.