Kendra Simon is a registered investment advisor at Cpr Investments INC, based in Grandville, MI, with 26 years of industry experience. Kendra 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
318 Whitestag Ct., Grandville, MI, 49418
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
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.
Exams
More Advisors
- Edward Postma, CFPLPL Financial LLC
- David Arnold, CFPHantz Financial Services, INC.
- Lindsey Chrystan, CFPUnited Planners' Financial Services of America a Limited Partner
- Gerd Hansma, CFPOsaic Wealth, INC.
- Nicholas Bakker, CFPLPL Financial LLC
- Nicholas Sequin, CFPHantz Financial Services, INC.