Kelley Wilson is a CFP-designated registered investment advisor at Cps Investment Advisors, based in Lakeland, FL, with 7 years of industry experience. Kelley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,276 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CPS Investment Advisors offers several investment management programs with different fees:
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Direct Investment Supervisory Services:
- First $3 million: 1.500% per year
- $3,000,001 - $5,000,000: 1.000% per year
- Over $5 million: 0.750% per year
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401(k) Pilot Services:
- First $3 million: 1.500% per year
- $3,000,001 - $5,000,000: 1.000% per year
- Over $5 million: 0.750% per year
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CPS Investment Advisors 401(k) Services:
- Up to $1,000,000,000: 1.000% per year
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403(b) Pilot Services:
- Up to $99,000,000: 1.500% per year
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Cash Management Services:
- Up to $99,000,000: 0.500% per year
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CPAlliance™ Investment Supervisory Services:
- First $3 million: 1.500% per year (split between CPS and CPA firm)
- $3,000,001 - $5,000,000: 1.000% per year (split between CPS and CPA firm)
- Over $5 million: 0.750% per year (split between CPS and CPA firm)
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CPAlliance™ 401(k) Services:
- Up to $1,000,000,000: 1.000% per year (split between CPS and CPA firm)
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CPAlliance™ 401(k) Pilot Services:
- First $3 million: 1.500% per year (split between CPS and CPA firm)
- $3,000,001 - $5,000,000: 1.000% per year (split between CPS and CPA firm)
- Over $5 million: 0.750% per year (split between CPS and CPA firm)
Fees are negotiable.
Location
205 East Orange Street #310, Lakeland, FL, 33801-4611
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cps Investment Advisors
State Registrations1 state
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