JV

Jose Maria Valenzuela

15 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
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2012
Settled
Other Business ActivitiesSells Insurance

Jose 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.

Employment History
Current Registrations
Cpr Investments INC
October 2017 - Present · 8 yrs 3 mos
Previous Registrations
Mid Atlantic Financial Management, INC.
August 2014 - October 2017 · 3 yrs 2 mos
Hbw Advisory Services LLC
July 2010 - July 2014 · 4 yrs
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.