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Wealth Management
- 1 hr1 hour
- Percentage of AUMPercentage 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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