Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fee Estimator
CPR's advisory fees are negotiable and not based on capital gains. They offer flat annual fees, flat percentages, threshold billing, and tiered billing. The specific fee structure is in the Investment Advisory Agreement. Clients pay transaction fees ($0-$25 per trade) and other third-party costs. The minimum annual management fee is $90. Financial planning is charged hourly or annually as a flat dollar amount. Advisor Representatives may receive compensation from Vanderbilt Securities, LLC for services outside the advisory relationship.
Areas of Practice
Advisor Information
Office location
125 Froehlich Farm Blvd., Woodbury, NY, 11797
Get directionsRegulatory History (1)
Customer Dispute
February 2012Other Business ActivitiesSells Insurance
Ivory is a CNBC contributor, real estate owner, owner of Delancey Wealth Management, treasurer of Epsilon Boule, and author for the Journal of Financial Planning. Ivory also sells long-term care (LTC) and indexed universal life (IUL) insurance policies through Meritage Wealth Insurance Advisors, dedicating a few hours per week to this activity.