CPA Investment Solutions aims to help clients achieve financial stability and independence. They offer portfolio management, primarily using mutual funds and ETFs, and financial planning, which includes evaluating financial options based on lifestyle choices. The firm emphasizes making fiscally responsible decisions and disciplined economic choices.
Assets Under Management$49M
Clients47
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fee will not exceed 1.00% annually. Fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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