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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum fee per quarter is $500. CCM reserves the right to negotiate a client-specific fee schedule.
Fee Estimator
CCM charges fees based on a percentage of assets under management. The minimum fee per quarter is $500. For clients receiving investment management services, there is no separate financial planning fee. CCM may negotiate a client-specific fee schedule or provide portfolio management services for an annual fixed fee ranging from $10,000 to $25,000, depending on the complexity of the services provided. IDS traditionally charges 0.25% for its service.
Areas of Practice
Advisor Information
Office location
4030 Smith Rd., Suite 200, Cincinnati, OH, 45209
Get directionsRegulatory History
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