How does the advisor help clients – Key Takeaways:
CCM Investment Management, LLC provides expert financial advice and management to help clients achieve their financial goals. With a team of experienced advisors and a wide range of services, CCM Investment Management, LLC offers personalized and comprehensive solutions to meet the unique needs of each client.
Facts and Insights
CCM Investment Management, LLC was founded in 1997 and has been providing top-notch financial services to clients for over two decades. The company is based in New York and has a solid reputation for its innovative and successful investment strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $550 million | 10 | Over 20 years |
Financial Services Offered
CCM Investment Management, LLC offers a wide range of financial services to help clients achieve financial success. Some of their most popular services include investment management, financial planning, retirement planning, and estate planning.
Client Types
CCM Investment Management, LLC works with a diverse range of clients, including high-net-worth individuals, families, and institutions. The company takes a personalized approach to each client, creating customized strategies to meet their unique financial needs and goals.
Fees & Compensation
CCM Investment Management, LLC charges a competitive fee based on a percentage of the assets under management (AUM). This fee structure aligns the company’s interests with those of its clients, as the more successful their clients are, the more the company earns.
Background
CCM Investment Management, LLC was founded by a team of experienced financial experts who were eager to provide their clients with innovative, personalized and successful investment strategies. The company has a strong track record of delivering consistent, long-term returns for its clients.
Financial Advisor Disclosures to Know
CCM Investment Management, LLC has a clean record and has not been involved in any compliance issues or regulatory sanctions. The company prides itself on its integrity and transparency, ensuring that its clients have full trust in their financial advisor.