Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
19309 Pier Point Ct., Lutz, FL, 33558
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is involved in several outside business activities. He is the President of Risk Management International, Ltd. for family planning purposes, an independent insurance agent/broker spending about a quarter of his time selling various insurance products, a managing partner at WealthCare Retirement Solutions, LLC dedicating a few hours per week to wealth management and insurance, and an owner of Ankelohe Equity, LLC involved in real estate.