Kyleigh Cobett is a registered investment advisor at Cpc Advisors, LLC, based in Tampa, FL, with 3 years of industry experience. Kyleigh 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
12610 Race Track Road, Suite 275B, Tampa, FL, 33626
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cpc Advisors, LLC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
State Registrations4 states
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