KM

Kristin Michelle Menz-Yianni

17 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

1600 Parkdale Road, Suite 201, Rochester, MI, 48307

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Regulatory History (1)
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Employment Separation After Allegations
December 2015
Other Business ActivitiesSells Insurance

Kristin is an insurance agent selling various insurance products through CPR Financial Group, LLC since 2016. She is also a consultant for CT Executive Benefits Group since 2006.

Employment History
Current Registrations
Cpr Investments INC
January 2016 - Present · 10 yrs
Previous Registrations
Hbw Advisory Services LLC
December 2009 - December 2015 · 6 yrs
Hbw Securities LLCBroker
August 2008 - December 2015 · 7 yrs 4 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.