Capital Consulting & Asset Management
Assets Under Management
$282.2M
Number of Clients
165
Number of Advisors
3
Average Client AUM
$1.7M
AUM per Advisor
$94.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CCAM provides tailored advisory services, including financial planning, portfolio management, third-party investment management, and qualified plan consulting. They gather client information through a client profile form and meetings to analyze financial situations and goals. CCAM offers access to third-party managers for clients with over $500,000 in assets.
Fee Structure
CCAM charges between $200 and $400 per hour for financial planning and consulting services; the exact rate is negotiable. These fees are separate from investment management fees. CCAM may receive commissions from insurance companies for placing assets into insurance products. Investment management fees are negotiable and depend on factors like asset size and plan complexity.
Areas of Practice
Location
140 N. 8th Street, 410 the Apothecary, Lincoln, NE, 68508