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Wealth Management

  • 1 h
  • Percentage of AUM
  • Customer's Place

Service Description

Our fee for Wealth Management services is calculated by assessing the percentage rates based on the market value of the managed accounts as of the last business day of the previous calendar quarter. Clients receive a billing invoice every quarter showing this calculation.


Contact Details

3303319799

delford.mccallister@3cmcapital.com


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