Jose Valenzuela
Jose Valenzuela is a registered investment advisor at Cpr Investments INC, based in Davie, FL, with 26 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 1,173 clients with $250M in assets under management.
Compensation
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Fee Structure
CPR Investments Inc. offers several investment strategies with fees based on the strategy and the amount invested. The annual fee is calculated as a percentage of the assets in the account and is deducted quarterly. For example, fees for Alpha Portfolios range from 1.35% on the first $1 million to 0.60% on amounts over $5 million. Fees for Tactical Mgt AlaCarte Model range from 1.85% on the first $1 million to 1.10% on amounts over $5 million.
CPR also manages structured notes and market-linked CDs for an annual fee of 1.25%. For other assets, annual fees range from 2.00% on accounts less than $50,000 to 0.60% on accounts over $3,000,000.
CPR may also refer clients to third-party money managers, with fees ranging from 1% to 2.3% annually.
Location
Davie, FL
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Regulatory History (1)
Customer Dispute
February 2012Other Business ActivitiesSells Insurance
Jose is an insurance agent with Valenzuela Financial Management Group since 1993, dedicating about half of his time to this practice. He is also involved with 123COLLEGE.COM, JAD INC, and MY FINANCIAL PLAN, spending time on financial services, insurance/investment advisory, and college financial planning.