Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
1600 Parkdale Road, Suite 201, Rochester, MI, 48307
Get directionsRegulatory History (1)
Criminal
June 1991Other Business ActivitiesSells Insurance
Bruce is an independent contractor selling insurance through CPR Financial Group, LLC, dedicating about 10-20% of his time. He also works as a producer for Modern Insurance, Inc., selling Medicare insurance and spending a few hours per week. Bruce is also the president/owner of Denk & Associates, Inc. DBA Denk Financial Advisors, where he provides retirement planning, insurance, and investment advisory services, dedicating about 10-20% of his time.