JC

Joseph Brian Childrey

37 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
26 advisors
Number of Clients
1,305 clients
Average Client Portfolio
$163K average
Assets Under Management
$213.3M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Financial Plan Fee:$250 - $1,200
Hourly Rate:$150 - $200/hr

CPR Investments offers various asset management services with different fee schedules depending on the portfolio type (APEX Tactically-Managed, Tactical Blended Multi-Index Plus, CPR Multi-Index Core Plus, CPR Dividend Income & MBA, CPR LifeCore). These fees are tiered based on the amount of assets managed. For other accounts, fees range from 0.25% to 2% depending on size and complexity. Financial planning is available at up to $150/hour or fixed fees ranging from $250 to $1,200. Reviews of outside accounts are available for $200/hour or fixed fees from $50 to $200 per review. There is no minimum account size.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
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Advisor Information

Office location

Bellevue, WA

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cpr Investments INC
November 2023 - Present · 2 yrs 2 mos
Previous Registrations
Ausdal Financial Partners, INC. Broker
June 2019 - November 2019 · 5 mos
Ausdal Financial Partners, INC.
May 2019 - November 2019 · 6 mos
Probabilities Fund Management, LLC
October 2007 - November 2023 · 16 yrs 1 mo
Ausdal Financial Partners, INC.
February 2007 - August 2017 · 10 yrs 6 mos
Ausdal Financial Partners, INC. Broker
October 2006 - August 2017 · 10 yrs 10 mos
S & Y Asset Management LLC
February 2006 - May 2006 · 3 mos
S & Y Asset Management LLCBroker
February 2006 - May 2006 · 3 mos
Stone & Youngberg LLCBroker
October 2005 - May 2006 · 7 mos
Stone & Youngberg LLC
October 2005 - May 2006 · 7 mos
Wells Fargo Investments, LLC
August 2001 - October 2005 · 4 yrs 2 mos
Wells Fargo Investments, LLCBroker
July 2001 - October 2005 · 4 yrs 3 mos
Wells Fargo Van Kasper, LLCBroker
January 2000 - July 2001 · 1 yr 6 mos
A. G. Edwards & Sons, INC.Broker
June 1990 - January 2000 · 9 yrs 7 mos
Painewebber Incorporated Broker
May 1988 - June 1990 · 2 yrs 1 mo
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.