FAQ - CATEGORY MENU
GETTING STARTED - FAQS
What is the minimum investment to get started? Answer
Why do you prefer to be contacted initially via email? Answer
After following CCM on the web and watching videos, I am ready to get started. What is the next step? Answer
What is the fastest way to get started with Schwab and CCM? Answer
I already have Schwab accounts. Can you manage them? Answer
Can you manage accounts held at Fidelity? Answer
Assuming I begin with a 100% cash deposit or transfer, how would you invest my money? Answer
If I transfer assets from another firm, how long does it typically take and will CCM assist me with that process? Answer
Can you provide a referral from an existing client? Answer
Can I monitor my accounts online? Answer
What type of accounts can you manage and do managed accounts remain in my name? Answer
Can I establish accounts at Schwab and then come to CCM? Answer
Are Schwab account documents available on your website? Answer
Will my account be subject to a lock-up period? Answer
How do I make deposits to my Schwab/CCM account? Answer
The vast majority of my assets are in a 401(k). Can you help me manage my 401(k)? Answer
I need to make annual required minimum distributions (RMD) from my IRA. Can CCM help me with that? Answer
What measures are taken by the third-party custodian to protect client assets? Answer
Is it better to run the market model in an IRA/tax-deferred account? Answer
Why does CCM's fee schedule provide for lower fees during long-term bear markets? Answer
Can CCM manage Schwab Personal Choice Retirement Accounts (PCRA)? Answer