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Christy Capital Management, Inc.

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Total assets under management

$295,354,080

Total clients

756

7% high-net worth

Total advisors

10

of 21 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

76

Average account size

$390,680

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Percentage

Up to 1.8% annually (total annual fee) with CCM receiving up to 1.5% and the subadvisor the remainder

Commissions

Commission compensation received from insurance product sales by licensed insurance agents associated with CCM

Other

Fee-only: Advisory fees based on percentage of assets under management; consulting fees invoiced directly to clients (customizable per client)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Christy Capital Management, Inc.

2939 Mcmanus Road

Macon GA 31220, United States

Number of offices

2

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