Assets Under Management
$2.7B
Number of Clients
3,276
Number of Advisors
20
Average Client AUM
$811K
AUM per Advisor
$132.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
CPS Investment Advisors offers investment supervisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. They also provide personal financial counseling in the form of a financial plan. CPS also offers cash management services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
All fees are subject to negotiation.
205 East Orange Street #310, Lakeland, FL, 33801-4611