CLC Capital Management provides investment advice through consultations, including determining financial objectives, investment management, education funding, retirement planning, and estate planning. CLCcm is a fee-only firm and does not receive commissions for purchasing or selling investments. Charles Clark may collect commissions on insurance sales independently. Clients make the final investment decisions and maintain asset control.
Assets Under Management$3.8M
Clients105
Advisors1
Avg. per Client$36K
Avg. per Advisor$3.8M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
The minimum annual fee is $1,000 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...