Rachael Mota is a registered investment advisor at Cps Investment Advisors, based in Lakeland, FL, with 8 years of industry experience. Rachael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 3,377 clients with $2.9B 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 $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Rates apply to direct investment supervisory services. Cash management services charge 0.50% for assets up to $99,000,000. CPAlliance program splits fees equally between the CPA firm and CPS Investment Advisors with identical total percentages. All fees are negotiable.
Fee Estimator
Location
205 East Orange Street #310, Lakeland, FL, 33801-4611
Get directionsHistory
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 →Employment History
Current Registrations
Cps Investment Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
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
More Advisors
- Anthony Corrao, CFPCps Investment Advisors
- Derek Oxford, CFPCps Investment Advisors
- Michael Riskin, CFPCps Investment Advisors
- Peter Golotko, PFSCps Investment Advisors
- Patrick Gauthier, CFPCps Investment Advisors
- Kelley Wilson, CFPCps Investment Advisors