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 $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are subject to negotiation.
Fee Estimator
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
Advisor Information
Office location
205 East Orange Street #310, Lakeland, FL, 33801-4611
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 Activities
Robert is a partner at Synthesis Consulting Group, providing real estate services and consulting since 2014. He dedicates a few hours per week to this activity, with minimal time spent during securities trading hours.