Kendra Simon is a registered investment advisor at Cpr Investments INC, based in Grandville, MI, with 25 years of industry experience. Kendra 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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
318 Whitestag Ct., Grandville, MI, 49418
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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
Kendra is involved in insurance sales, specifically life and fixed annuities, dedicating a few hours per week to this activity. She also prepares taxes for clients, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Cpr Investments INC
Previous Registrations
Ausdal Financial Partners, INC.Broker
Hbw Advisory Services LLC
Cpr Investments, LLC
Hbw Securities LLCBroker
American General Securities IncorporatedBroker
PFS Investments INC.Broker
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.