CPR Investments provides discretionary portfolio management, financial planning, and retirement plan services. CPR Investments builds customized portfolios using a multi-manager platform that often incorporates tactical and absolute return strategies from third-party money managers, alongside in-house strategies. The firm specializes in working with individuals, business owners, and retirement plans. Clients can access various investment models ranging from conservative to aggressive growth strategies, as well as structured notes and fixed-income alternatives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.45% |
| $5M+ | 1.00% |
Fees vary by investment strategy. The primary tactical schedule ranges from 1.75% down to 1.00% for amounts over $5M. Other strategies like Lifecore Conservative start at 1.25% and drop to 0.50%. Sub-advisor and general asset management fee schedules also apply.