CPA Advisory Services provides investment management and financial planning services to individuals and other clients. As a fiduciary, CPA Advisory Services aims to act in the client's best interest. Services include comprehensive portfolio management and standalone financial planning and consulting. The firm utilizes model portfolio strategies in a limited capacity through Folio Investments, LLC, which involves an additional strategy fee.
Fee Structure
CPA Advisory Services offers Comprehensive Portfolio Management, where the annual fee will not exceed 2.50%, with most clients billed between 1.00% and 2.00%. Fees are billed quarterly. Accounts may be held at Charles Schwab, Interactive Brokers, or Folio Investments. Folio model strategies incur an additional 0.30% per year fee.