Will my account be subject to a lock-up period?

No. There are no lock-up periods with CCM or Schwab Advisor Services.

FAQ - working with ccm

FAQ - GETTING STARTED

Important Disclosures: While the CCM Market Model is based on sound economic and investment principles, there is no guarantee any of the objectives, including limiting account drawdowns, will be met in the future. The terms odds and probabilities also speak to uncertain outcomes. Please see additional disclosures for more information.