CCM CLIENT COMMISSION

Example Calculation

CCM Client Commission Platform

ABC Money Manager

Fixed Income Under Management   2 Billion
ABC Management Fee   20 Basis Points
ABC Revenue ($)   4 Million

ABC Independent Research Costs (per year):

Bloomberg(5):   $108,000
CreditSights:   $24,000
Intex:   $60,000
CMS BondEdge:   $56,000
Seminar Registration:   $20,000
Total Independent Research Cost:   $268,000
Percentage of Revenue:   ~7%

ABC Utilizing Section 28(e) and CCM’s Client Commission Platform

Total Independent Research Cost:   $0

By taking advantage of Section 28(e) ABC Money Manager has added $268,000 to their bottom line. If you would like to take advantage of Section 28(e) and stop paying hard dollars for independent research, call CCM at 800-922-6864.


 

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