How does the advisor help clients – Key Takeaways:
CCM Investment Counsel is a highly reputable financial firm that provides expert financial advice and services to its clients. With years of experience and a team of highly qualified advisors, CCM Investment Counsel offers a wide range of services tailored to fit the unique needs of each client.
Facts and Insights:
Through its personalized approach, CCM Investment Counsel helps clients achieve their financial goals and secure their financial future. The firm takes a comprehensive look at each client’s financial situation and provides them with expert advice and strategies to help them make the most of their investments.
CCM Investment Counsel is committed to transparency and always prioritizes the best interests of its clients. The firm’s team of advisors has a deep understanding of the financial market and keeps up with the latest trends and insights to provide clients with sound financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| Over $1 billion | 10+ | 25+ years |
Financial Services Offered:
CCM Investment Counsel offers a diverse range of financial services to help clients achieve their unique financial goals. Some of the services provided by the firm include:
- Investment management
- Wealth management
- Retirement planning
- Tax planning
- Estate planning
- Insurance services
Client Types:
CCM Investment Counsel works with a wide range of clients, including individuals, families, and businesses. The firm caters to clients of all ages, from young professionals just starting to manage their finances to retirees looking to manage their wealth.
Fees & Compensation:
CCM Investment Counsel operates on a fee-only basis, meaning the firm does not earn commissions for selling financial products. This model ensures that the firm has no conflicts of interest and is solely focused on providing the best financial advice for its clients. The firm’s fees are based on a percentage of assets under management or a flat fee, depending on the client’s preferences and needs.
Background:
CCM Investment Counsel was founded in 1995 and has been dedicated to helping clients achieve their financial goals ever since. The firm is comprised of a team of experienced and knowledgeable advisors who hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know:
As a registered investment advisor with the Securities and Exchange Commission (SEC), CCM Investment Counsel must adhere to strict disclosure requirements. This includes providing clients with a Form ADV, which outlines the firm’s services, fees, and any potential conflicts of interest. The firm also has a fiduciary duty to act in the best interests of its clients at all times.