Certified Planners, INC.

Assets Under Management

$196.6M

Number of Clients

188

Number of Advisors

2

Avg. Portfolio per Client

$1.0M

Avg. Managed per Advisor

$98.3M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

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.

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Loading...
Location

2333 San Ramon Valley Blvd. Ste 185, San Ramon, CA, 94583

2 Advisors at this firm