CPC Advisors offers financial planning services covering cash flow, education funding, retirement, tax, and estate planning. They provide both comprehensive and modular planning. For portfolio management, CPC Advisors manages accounts through the Ambassador Program, a wrap fee program offered by Raymond James. They may also recommend third-party money managers. CPC Advisors primarily advises on mutual funds, equities, and ETFs.
Fee Structure
CPC Advisors' portfolio management fees are individually tailored and do not exceed 1.75% annually. The fees depend on the complexity of the portfolio, assets managed, and other factors. Clients participating in the Ambassador Program pay a wrap fee that includes management, transaction, and custodial costs. Clients may be entitled to discounted asset-based fees if they maintain one or more eligible Related Accounts. The specific fee schedule will be outlined in the advisory agreement.