Assets Under Management
$282.2M
Number of Clients
165
Number of Advisors
3
Average Client AUM
$1.7M
AUM per Advisor
$94.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
CCAM provides financial planning, portfolio management, and qualified plan consulting services. They tailor services to individual client needs, considering financial goals, risk tolerance, and investment objectives. CCAM also offers access to third-party managers for clients with over $500,000 in assets.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable.
140 N. 8th Street, 410 the Apothecary, Lincoln, NE, 68508