Robert Frazer Key
Investment Adviser Representative at CCM INVESTMENT ADVISERS, LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Equity/Balanced - Up to $2,500,000 | 1.00% |
| Equity/Balanced - Next $2,500,000 | 0.90% |
| Equity/Balanced - Next $5,000,000 | 0.75% |
| Equity/Balanced - Next $10,000,000 | 0.60% |
| Equity/Balanced - Over $20,000,000 | 0.45% |
| Fixed Income - Up to $10,000,000 | 0.50% |
| Fixed Income - Next $10,000,000 | 0.35% |
| Fixed Income - Over $20,000,000 | 0.25% |
CCM Investment Advisers, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at CCM INVESTMENT ADVISERS, LLC
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