CP Advisors offers financial planning, investment management, and general consulting services to individuals, high net worth individuals, small businesses, trusts, and estates. Financial planning addresses cash reserves, investments, retirement, estate, insurance, debt, education, tax, and charitable planning. Investment management provides ongoing advice based on individual client needs, managing portfolios with equities, bonds, mutual funds, and ETFs. General consulting services are provided on a project basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Exceptions may arise if client’s assets under management are below $100,000. In such cases, a minimum annual fee of $1,000 and a minimum portfolio value may apply. The Firm may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where we deem appropriate under the circumstances.