CPS Investment Advisors offers investment management and financial planning services. Investment management is provided on a discretionary basis, meaning CPS can make trades without asking you first. CPS also offers financial plans covering areas like taxes, retirement, and estate planning. CPS also offers seminars to educate people on investing. CPS works with individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations.
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.