Kristin Menz-Yianni
Kristin Menz-Yianni is a registered investment advisor at Cpr Investments INC, based in Chesterfield, VA, with 16 years of industry experience. Kristin 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
Chesterfield, VA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2015Other Business ActivitiesSells Insurance
Kristin is an insurance agent selling various insurance products through CPR Financial Group, LLC since 2016. She is also a consultant for CT Executive Benefits Group since 2006.
Employment History
Current Registrations
Cpr Investments INC
Previous Registrations
Hbw Advisory Services LLC
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
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