CC
CFA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
100 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$141.9M
Fee Structure
Minimum Investment:$250K
Financial Planning:Investment management only
CCI charges a management fee ranging from 0.5% to 1% per year of the net asset value of the accounts under management. Fees are charged quarterly in arrears based on the quarter-end net asset value. All fees are subject to negotiation. CCI generally requires a minimum account size of $250,000, but may accept smaller accounts.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
Loading...
Advisor Information
Office location
339 Main Street, 2nd Floor, Franklin, TN, 37064
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Carmichael Creel Investments
June 1996 - Present · 29 yrs 7 mos
State Registrations2 states
TNTX
Advisor
Exams
No exam information available for this advisor.