Checchi Capital Advisers (CCA) offers investment management services, creating customized portfolios using statistical models to maximize diversification and tax efficiency. CCA primarily invests in fixed income and equity through exchange-traded funds. CCA may also use sub-advisors. CCA tailors its advice to each client's individual needs and goals, allowing clients to place restrictions on certain investments.
Assets Under Management$2.3B
Clients189
Advisors7
Avg. per Client$12M
Avg. per Advisor$330M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.90% |
| $50M+ | 0.70% |
Fees may be negotiable based on portfolio size and pre-existing relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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