Christopher Tyndall is a registered investment advisor at Cps Investment Advisors, based in Lakeland, FL, with 19 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,276 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CPS Investment Advisors offers several investment management programs with different fees:
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Direct Investment Supervisory Services:
- First $3 million: 1.500% per year
- $3,000,001 - $5,000,000: 1.000% per year
- Over $5 million: 0.750% per year
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401(k) Pilot Services:
- First $3 million: 1.500% per year
- $3,000,001 - $5,000,000: 1.000% per year
- Over $5 million: 0.750% per year
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CPS Investment Advisors 401(k) Services:
- Up to $1,000,000,000: 1.000% per year
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403(b) Pilot Services:
- Up to $99,000,000: 1.500% per year
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Cash Management Services:
- Up to $99,000,000: 0.500% per year
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CPAlliance™ Investment Supervisory Services:
- First $3 million: 1.500% per year (split between CPS and CPA firm)
- $3,000,001 - $5,000,000: 1.000% per year (split between CPS and CPA firm)
- Over $5 million: 0.750% per year (split between CPS and CPA firm)
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CPAlliance™ 401(k) Services:
- Up to $1,000,000,000: 1.000% per year (split between CPS and CPA firm)
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CPAlliance™ 401(k) Pilot Services:
- First $3 million: 1.500% per year (split between CPS and CPA firm)
- $3,000,001 - $5,000,000: 1.000% per year (split between CPS and CPA firm)
- Over $5 million: 0.750% per year (split between CPS and CPA firm)
Fees are negotiable.
Location
205 East Orange Street #310, Lakeland, FL, 33801-4611
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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
Christopher is the Secretary and Treasurer of Tyndall Stroud CPAs, dedicating nearly full-time to providing tax and accounting services. He is also a member and insurance principal of Tyndall Stroud Wealth Management, LLC, selling fixed life insurance products and managing fee-based securities investments, dedicating about 10-20% of his time. Christopher is also an author and spends minimal time on this activity.
Employment History
Current Registrations
Cps Investment Advisors
Tyndall Stroud Wealth Management, LLC
Previous Registrations
Morningstar Investment Services LLC
State Registrations1 state
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