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 Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Location
2333 San Ramon Valley Blvd. Ste 185, San Ramon, CA, 94583