CPR Investing manages investment portfolios for individuals, trusts, foundations, employer-sponsored retirement plans, and personal retirement plans. They focus on owning the best exchange-traded funds (ETFs) and equities, using concentrated allocations based on market conditions. CPR Investing offers three CORE portfolios, including one geared toward retired clients with a higher cash position. Services are tailored to individual client needs, with quarterly and annual reviews to update financial situations and investment objectives.
Assets Under Management$37M
Clients197
Advisors2
Avg. per Client$190K
Avg. per Advisor$19M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable under special circumstances with CPR Investing's approval.
Fee Estimator
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