Cobler Capital Management, LLC
Assets Under Management
$161.6M
Number of Clients
662
Number of Advisors
3
Average Client AUM
$244K
AUM per Advisor
$53.9M
Compensation
Fee-Only (AUM)
About This Firm
CCM, LLC offers continuous investment advice and manages portfolios based on clients' individual needs and circumstances. They gather information through in-depth interviews to understand clients' financial status, goals, and risk tolerance. They manage advisory accounts on a discretionary basis.
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
Location
323 Railroad, Silver Lake, KS, 66539