Chicago Capital Management Advisors (CCMA) provides investment advice and manages investment portfolios for individuals, families, and businesses. While CCMA doesn't typically create full financial plans, they offer comprehensive financial planning for complex estate, insurance, and tax planning needs. CCMA works with clients to determine a suitable portfolio strategy based on their individual needs and goals.
Fee Structure
CCMA manages investment portfolios for clients, charging a percentage of the assets in the account. The specific percentage depends on the type of account (equity or fixed income) and the amount invested.
For equity and asset allocation accounts, the maximum fee ranges from 2.25% on accounts between $100,000 and $249,999, down to 1.00% on accounts over $5,000,000.
For fixed income accounts, the maximum fee ranges from 1.25% on accounts between $100,000 and $249,999, down to 0.50% on accounts over $5,000,000.
These fees do not include brokerage and transaction costs charged by the clearing firms.