CPR Financial & Insurance Services, Inc. offers investment management services on a discretionary or non-discretionary basis. CPR Financial may utilize sub-advisors or third-party money managers. CPR Financial also provides services to retirement plans and financial planning services, including tax, insurance, retirement, and estate planning. Financial plans are completed within 60 days.
Fee Structure
CPR Financial offers investment management services. The annual fee is negotiable and ranges from 0.5% to 2% of your portfolio. Fees are billed quarterly. CPR Financial may also use sub-advisors, in which case you will pay additional fees to the sub-advisor, but the total annual fee will not exceed 3%. CPR Financial also uses third-party money managers, and their fees are in addition to CPR Financial's fees.