Joshua Voisine is a CFP-designated registered investment advisor at Cpc Advisors, LLC, based in Atlanta, GA, with 11 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,224 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CPC Advisors' portfolio management fees are individually tailored and do not exceed 1.75% annually. The fees depend on the complexity of the portfolio, assets managed, and other factors. Clients participating in the Ambassador Program pay a wrap fee that includes management, transaction, and custodial costs. Clients may be entitled to discounted asset-based fees if they maintain one or more eligible Related Accounts. The specific fee schedule will be outlined in the advisory agreement.
Location
1475 Peachtree St. Ne, Suite 750, Atlanta, GA, 30309
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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 Activities
Joshua is a Registered Representative at Raymond James Financial Services, Inc., which is an investment-related business.
Employment History
Current Registrations
Cpc Advisors, LLC
Raymond James Financial Services, INC.Broker
Previous Registrations
Curi Rmb Capital, LLC
Curi Capital
First Citizens Asset Management, INC
First Citizens Securities CorporationBroker
PNC Investments
PNC InvestmentsBroker
Synergy Investment Group, LLC
Jbs Liberty Securities, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations4 states
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.