Financial Planning | Advisory | Consulting | Investment Policy | Our Fees

Consulting and Financial Planning Fees

CCAM is a fee based Registered Investment Advisor.  We believe that being fee based, rather than commission focused, allows us to more easily form long term partnerships with our clients.  To discuss the differences between a fee-based advisor and a commission based salesperson, please contact our office. 

It is our desire to be transparent in the fees that charged to our clients.  The depth of the relationship and complexity of the client’s circumstances will affect the fee structure that is put in place. 

In certain circumstances, all fees and account minimums may be negotiable.