DO
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
20 advisors
Number of Clients
3,276 clients
Average Client Portfolio
$811K average
Assets Under Management
$2.7B
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:From $500
CPS charges fees based on assets under management. These fees are calculated quarterly and billed in advance. Financial planning and consulting fees are charged on an hourly or fixed-fee basis, ranging from $500 and up, depending on complexity. These fees may be waived for clients who choose CPS for money management. Fees are negotiable. There is no stated minimum account size.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net WorthBusiness Owners
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Advisor Information
Office location
205 East Orange Street #310, Lakeland, FL, 33801-4611
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Cps Investment Advisors
August 2008 - Present · 17 yrs 5 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
June 2005 - September 2007 · 2 yrs 3 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.