Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.70% |
Portfolio management fees are negotiable.
Fee Estimator
The annual fee for portfolio management is 0.70% of assets under management. Fees are charged quarterly, based on the value of the client's account at the end of the previous quarter. These fees are negotiable. Clients may pay fees directly or have them debited from their account. CCM, LLC recommends only no-load mutual funds.
Areas of Practice
Advisor Information
Office location
323 Railroad, Silver Lake, KS, 66539
Get directionsRegulatory History
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 →Other Business ActivitiesSells Insurance
Robert is the owner of Cobler Capital Management LLC, spending about 30% of his time there, and is involved with BMD Farms, Schwarz Brothers (rental properties and bank stock), Bob Schwarz CFP (sales of insurance products, taking about half of his time), New Century Bank (board member), Jakuco, INC (business payroll and bill paying), and Oregon Trail. He also owns Journey Investors, LLC.