Cpr Investments INC
Assets Under Management
$213.3M
Number of Clients
1,305
Number of Advisors
26
Average Client AUM
$163K
AUM per Advisor
$8.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CPR Investments Inc. provides discretionary asset management services, financial planning, and sub-advisory services. They offer customized portfolios and may use sub-advisors. Financial planning includes a personal financial website with asset aggregation. They also provide services to ERISA plans.
Fee Structure
CPR Investments offers various asset management services with different fee schedules depending on the portfolio type (APEX Tactically-Managed, Tactical Blended Multi-Index Plus, CPR Multi-Index Core Plus, CPR Dividend Income & MBA, CPR LifeCore). These fees are tiered based on the amount of assets managed. For other accounts, fees range from 0.25% to 2% depending on size and complexity. Financial planning is available at up to $150/hour or fixed fees ranging from $250 to $1,200. Reviews of outside accounts are available for $200/hour or fixed fees from $50 to $200 per review. There is no minimum account size.
Areas of Practice
Location
1600 Parkdale Road, Suite 201, Rochester, MI, 48307