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Joseph Childrey

Cpr Investments INC
37 Years of Experience
Bellevue, WA
View SEC Summary
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Joseph Childrey is a registered investment advisor at Cpr Investments INC, based in Bellevue, WA, with 37 years of industry experience. Joseph 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.

Cpr Investments INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,172 clients
Average Client Portfolio
$204K average
Assets Under Management
$238.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.75%
$1.0M - $2.0M1.60%
$2.0M - $5.0M1.45%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Bellevue, WA

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Cpr Investments INC
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Ausdal Financial Partners, INC.Broker
June 2019 - November 2019 · 5 mos
Ausdal Financial Partners, INC.
May 2019 - November 2019 · 6 mos
Probabilities Fund Management, LLC
October 2007 - November 2023 · 16 yrs 1 mo
Ausdal Financial Partners, INC.
February 2007 - August 2017 · 10 yrs 6 mos
Ausdal Financial Partners, INC.Broker
October 2006 - August 2017 · 10 yrs 10 mos
S & Y Asset Management LLC
February 2006 - May 2006 · 3 mos
S & Y Asset Management LLCBroker
February 2006 - May 2006 · 3 mos
Stone & Youngberg LLCBroker
October 2005 - May 2006 · 7 mos
Stone & Youngberg LLC
October 2005 - May 2006 · 7 mos
Wells Fargo Investments, LLC
August 2001 - October 2005 · 4 yrs 2 mos
Wells Fargo Investments, LLCBroker
July 2001 - October 2005 · 4 yrs 3 mos
Wells Fargo Van Kasper, LLCBroker
January 2000 - July 2001 · 1 yr 6 mos
A. G. Edwards & Sons, INC.Broker
June 1990 - January 2000 · 9 yrs 7 mos
Painewebber IncorporatedBroker
May 1988 - June 1990 · 2 yrs 1 mo
State Registrations1 state
WA
Advisor

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.

Exams
No exam information available for this advisor.
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