Adam Simon is a registered investment advisor at Cpr Investments INC, based in Rochester, MI, with 16 years of industry experience. Adam 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
1600 Parkdale Road, Suite 201, Rochester, MI, 48307
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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
Adam works as a firefighter/paramedic, dedicating nearly full-time hours to this role. He is also an investment advisor representative and insurance agent, spending about a quarter of his time on insurance sales and property/casualty and medicare insurance sales.
Employment History
Current Registrations
Cpr Investments INC
Previous Registrations
Ausdal Financial Partners, INC.Broker
Hbw Securities LLCBroker
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.