CCM Investment Advisers Review


Trust Score 84%
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CCM Investment Advisers, federally registered in 1987, is a Registered Investment Advisor (RIA) in 24 state(s) with a licensed staff of 7 advisors. CCM Investment Advisers manages $3 billion and provides investment advisory services for 736 clients (1:106 advisor/client ratio).

CCM Investment Advisers requires a $0 minimum investment and charges a blended rate between 0.75% and 0.25% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 31 years

Considerations


  • There is only one licensed advisor for every 106 clients (industry average 1:50)
  • Firm serves fewer than 1,000 clients
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Disciplinary History No
Total AUM $3 billion
Average Account AUM $3,572,093
Hybrid Advisor No
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Advisor / Client Ratio 1:106
Headquarters Columbia, SC
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $5,000,000 0.75%
$5,000,001 to $10,000,000 0.60%
$10,000,001 to $30,000,000 0.50%
$30,000,001+ 0.25%


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