Krista Pritchett is a registered investment advisor at Cpc Advisors, LLC, based in Atlanta, GA, with 2 years of industry experience. Krista 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
1475 Peachtree St. Ne, Suite 750, Atlanta, GA, 30309
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Krista is a Senior Client Service Associate for Consolidated Planning Corporation and CPC Advisors, dedicating about half of her time to each. She also owns Pritchett Enterprises LLC, a rental real estate business, spending minimal time on it.
Employment History
Current Registrations
Cpc Advisors, LLC
Raymond James Financial Services, INC.Broker
State Registrations4 states
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