Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fee Estimator
CPR's advisory fees are negotiable and not based on capital gains. They offer flat annual fees, flat percentages, threshold billing, and tiered billing. The specific fee structure is in the Investment Advisory Agreement. Clients pay transaction fees ($0-$25 per trade) and other third-party costs. The minimum annual management fee is $90. Financial planning is charged hourly or annually as a flat dollar amount. Advisor Representatives may receive compensation from Vanderbilt Securities, LLC for services outside the advisory relationship.
Areas of Practice
Advisor Information
Office location
125 Froehlich Farm Blvd., Woodbury, NY, 11797
Get directionsRegulatory History
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 →Other Business ActivitiesSells Insurance
Jeffrey is involved in several business activities, including insurance sales, serving as a board member for Wolfeboro School, and working as an advisor/administrator for Consolidated Portfolio Review Corp. He also dedicates time to qualified plan administration, insurance products administration, and managing/overseeing administrative tasks for 3D Wealth Management Services, as well as property management for JCD Forest Avenue Realty, LLC.