Ce Investment Management, LLC
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Overview
Ce Investment Management, LLC operates as an advisory firm based in Oklahoma City, Oklahoma. The firm handles $5.4 billion in assets over five customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management (AUM). It has a small team, including 17 financial advisors. Ce Investment Management, LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal assets like stocks, bonds and options.
Ce Investment Management, LLC manages all of the company's client assets on a discretionary basis. Discretionary management is a structure in which transaction judgments are made by an investment advisor without requiring the customer's permission. The company manages an average of $1.1 billion for each account. The average advisor at Ce Investment Management, LLC administers fewer than one client account, making it one of the most individualized financial advisor firms in the country.
The firm's main office is at 9000 Cameron Parkway, Oklahoma City, Oklahoma 73114. Ce Investment Management, LLC is legally registered to serve clients in the state of Oklahoma.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ce Investment Management, LLC by the Numbers
$5.4 billion
17
5
$1.1 billion
Products and Services
Services that Ce Investment Management, LLC provides include portfolio management for institutional clients and selection of other advisers. It does not sell products or offer services other than investment advice to its investment advisory accounts. It is also affiliated with one or more other service providers in the financial services industry, including with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency and pension consultant.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors typically vary depending on the type of financial services provided. However, fees charged by the firm typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
Ce Investment Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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