Consolidated Portfolio Review CORP
Assets Under Management
$1.3B
Number of Clients
4,821
Number of Advisors
50
Average Client AUM
$269K
AUM per Advisor
$25.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Consolidated Portfolio Review (CPR), operating within Vanderbilt Financial Group, offers customized investment services. CPR's advisory team, comprised of independent contractors, provides varying levels of advisory services and programs. Fees may differ among advisors. CPR offers discretionary and non-discretionary managed accounts, VFG Tactical ETF Model Portfolios, and financial planning/consulting services. Clients should consult legal or accounting professionals for related advice.
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
Location
125 Froehlich Farm Blvd., Woodbury, NY, 11797