Certified Planners, Inc. (CPI) provides wealth management, custom financial planning, and investment portfolio design. CPI offers ongoing investment advice, discretionary portfolio adjustments, annual client meetings, and quarterly performance reports. Services are tailored to individual client needs, and portfolios may include mutual funds, ETFs, individual stocks, bonds, and annuities.
Assets Under Management$200M
Clients188
Advisors2
Avg. per Client$1M
Avg. per Advisor$98M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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