Our Fees
CCAM is a fee-based Registered Investment Advisor.
CCAM is a fee based Registered Investment Advisor. We believe that being fee based, rather than commission focused, allows us to more easily form long term partnerships with our clients.
It is our desire to be transparent in the fees that are charged to our clients. This is why we have a thorough discussion with each potential client where we cover their needs and the services that we plan to provide.
The depth of the relationship and complexity of the client’s circumstances will affect the fee structure that is put in place, as well as the types of investments that we choose.
For perspective, here is one example of a fee structure for a typical client:
A client with with $500,000 in a blended portfolio of 60% equities and 40% fixed income would pay an approximate fee of 0.8% per year. Or $1,000 per quarter.
Your fee may be more or less than that example, but we will always put your fee in writing so that you know exactly what you’re paying. In certain circumstances, all fees and account minimums may be negotiable.