Charter Capital Management (CCM) is a financial management firm that offers investment advisory and financial planning services to individuals, high net worth individuals, trusts, pension and profit-sharing plans, and foundations. CCM provides wealth management services with tailored portfolio development and management. CCM also offers retirement plan advisory services to employer-sponsored plans. CCM does not act as a custodian of client assets.
Assets Under Management$410M
Clients368
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
In select situations fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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