CPK Wealth Management offers wealth management services, including investment management and financial planning. Investment management involves creating customized portfolios using mutual funds, ETFs, individual stocks, and bonds. Financial planning covers areas like retirement, education, and insurance needs. CPK also provides retirement plan advisory services to plan sponsors, assisting them with their fiduciary responsibilities.
Assets Under Management$39M
Clients50
Advisors1
Avg. per Client$790K
Avg. per Advisor$39M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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