Advisor at CCM Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CCM Investment Management, LLC
Location
New Bedford, MA 02744
Credentials
CFA®, Series 66
Industry experience
17 years
Chad Mello is a CFA® charterholder with 17 years of industry experience. He is a principal at CCM Investment Management, LLC and has worked at Integrated Insurance Services, Inc. since 2019 and at SII Investments, Inc. from 2008 to 2018. Mello is also the owner of an insurance brokerage that receives trail commissions from prior sales but does not engage in new policy sales. CCM Investment Management, LLC provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs strategic asset allocation with a focus on passive ETFs, third-party model portfolios, and quantitative tactical management within a broad investable universe that includes fixed income, real estate funds, annuities, and non-U.S. securities.
Based on CCM Investment Management, LLC
$0 - $50,000: 1.45% $50,000.01 - $250,000: 1.30% $250,000.01 - $500,000: 1.15% $500,000.01 - $1,000,000: 0.95% $1,000,000.01 - $2,000,000: 0.75% $2,000,000.01 - $5,000,000: 0.60% $5,000,000.01+: 0.45%
Compensation received for sale of non-variable life insurance, non-variable annuities and other life/health insurance products; no commissions on mutual funds, variable insurance products, or other securities.
$150/hour for financial planning services
Account minimum: $100,000
651 Orchard St., Suite 204 A
New Bedford, MA 02744
Massachusetts · Rhode Island
Integrated Insurance Services, Inc.
2019 - Present (7 years)
CCM Investment Management, LLC
2018 - Present (8 years)
SII Investments, Inc
2008 - 2018 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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South Coast Planning & Wealth Management
South Coast Planning & Wealth Management was started on the premise that everyone should have access to personalized, quality financial planning & investment management — regardless of income or asset level. Dan has 18+ years of investment & financial planning experience working with individuals and institutions. His investment experience & financial planning expertise is what allows him to get results for both clients who are just getting started on their financial journeys, near or in retirment, and those with complex situations. He attended the University of Massachusetts and has a Master’s degree in Finance from Northeastern University. Dan is also a board member of CFA Society Providence.
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