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.
Davie, FL
Get directionsJose is an insurance agent with Valenzuela Financial Management Group since 1993, dedicating about half of his time to this practice. He is also involved with 123COLLEGE.COM, JAD INC, and MY FINANCIAL PLAN, spending time on financial services, insurance/investment advisory, and college financial planning.