Capital Preservation Partners (CPP) offers financial planning and investment advisory services, both discretionary and non-discretionary. CPP creates tailored investment portfolios using stocks, bonds, mutual funds, and ETFs. CPP reviews client portfolios regularly and recommends custody of client accounts at Charles Schwab & Co.
Assets Under Management$190M
Clients406
Advisors1
Avg. per Client$480K
Avg. per Advisor$190M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 1.00% |
Fees may be individually negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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