James Arnholt is a registered investment advisor at Cpr Investments INC, based in Bassett, NE, with 36 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 1,172 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.45% |
| $5M+ | 1.00% |
Fees vary by investment strategy. The primary tactical schedule ranges from 1.75% down to 1.00% for amounts over $5M. Other strategies like Lifecore Conservative start at 1.25% and drop to 0.50%. Sub-advisor and general asset management fee schedules also apply.
Fee Estimator
Location
113 S Clark St, PO Box 280, Bassett, NE, 68714
Get directionsHistory
Regulatory 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 ActivitiesSells Insurance
James owns Arnholt Insurance Agency, selling various insurance products including fixed and equity indexed annuities, health, life, LTC, disability, medical supplement, and PDP insurance, dedicating full-time hours during market hours and a few hours per week during non-market hours. He is also the Vice Chairman and a board member of Rock County High School Foundation, spending minimal time helping decide where to invest funds and award scholarships.
Employment History
Current Registrations
Cpr Investments INC
Previous Registrations
Kcd Financial, INC.
Kcd Financial, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.