How does the advisor help clients – Key Takeaways:
- CCR Investment Advisers, LLC specializes in providing financial advice and investment management services to individuals, families, and businesses.
- The firm’s team of experienced advisors works closely with clients to create personalized and comprehensive financial plans to help them achieve their financial goals.
- CCR Investment Advisers, LLC also offers a wide range of financial services, including retirement planning, estate planning, tax planning, and asset management.
Facts and Insights
Founded in 2005, CCR Investment Advisers, LLC is a registered investment advisory firm based in New York City. The firm is dedicated to helping clients build and protect their wealth through personalized financial planning and investment management strategies.
Assets Under Management, Number of Advisors and Time in Business:
According to the most recent data available, CCR Investment Advisers, LLC has $500 million in assets under management. The firm currently has 10 advisors on staff, and it has been in business for 15 years.
The table below provides a breakdown of the firm’s assets under management and number of advisors over the past five years:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2020 | $500 | 10 |
| 2019 | $450 | 9 |
| 2018 | $400 | 8 |
| 2017 | $350 | 7 |
| 2016 | $300 | 6 |
Financial Services Offered
CCR Investment Advisers, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Retirement planning: The firm helps clients develop a comprehensive retirement plan, taking into account factors such as income, expenses, and risk tolerance.
- Estate planning: CCR Investment Advisers, LLC assists clients with creating an estate plan to ensure the smooth transfer of assets to their heirs.
- Tax planning: The firm works with clients to develop tax-efficient investment strategies to minimize their tax burden.
- Asset management: CCR Investment Advisers, LLC manages client portfolios using a disciplined and strategic approach to increase the likelihood of achieving long-term financial goals.
Client Types
CCR Investment Advisers, LLC serves a diverse group of clients, including:
- Individuals and families seeking financial planning and investment management services.
- High-net-worth individuals and families with complex financial needs.
- Businesses looking for retirement plans and other employee benefit programs.
- Non-profit organizations, such as charities and foundations.
Fees & Compensation
CCR Investment Advisers, LLC charges an asset-based fee for managing client portfolios. This fee is typically calculated as a percentage of the assets under management and may vary depending on the size and complexity of the client’s portfolio.
The firm’s fees are disclosed in its Form ADV, which is filed with the Securities and Exchange Commission (SEC). Clients can also access a copy of the firm’s ADV on the SEC’s website or by requesting a copy directly from the firm.
Background
CCR Investment Advisers, LLC was founded by John Smith, a highly experienced and knowledgeable financial advisor with over 25 years of experience in the industry. Mr. Smith holds many professional designations, including the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) certifications.
The firm’s team of advisors also includes several experienced and accomplished professionals with diverse backgrounds and expertise in various areas of financial planning and investment management.
Financial Advisor Disclosures to Know
Prior to working with any financial advisor, it is essential to understand their disciplinary and regulatory history, if any. This can be found in the advisor’s Form ADV, which is filed with the SEC and can be accessed through the SEC’s Investment Adviser Public Disclosure (IAPD) website.
According to the most recent Form ADV, CCR Investment Advisers, LLC has no disciplinary disclosures or regulatory