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
51 Pullman Street, Worcester, MA, 01606
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.
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Jeffrey is a Retirement Specialist at The Visper Group, LLC, focusing on retirement and estate planning, dedicating full-time hours. He also works as an attorney at Sharry & Monfette, LLP, spending about 10-20% of his time there.