Cps Investment Advisors
Assets Under Management
$2.7B
Number of Clients
3,276
Number of Advisors
20
Average Client AUM
$811K
AUM per Advisor
$132.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CPS Investment Advisors offers investment supervisory services, including direct, 401(k), 403(b), and cash management services. They also provide personal financial counseling in the form of a written financial plan. CPS manages advisory accounts on a discretionary basis and offers seminars to educate people on investing.
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% |
Fee Estimator
Investment supervisory fees are based on a percentage of assets under management. 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 services. Fees are billed quarterly in advance.
Areas of Practice
Location
205 East Orange Street #310, Lakeland, FL, 33801-4611