How does the advisor help clients – Key Takeaways:
CP ADVISORS, INC. provides comprehensive financial services to help clients achieve their financial goals. They offer personalized advice, professional resources, and a wide range of financial tools to support clients’ financial security and growth.
Facts and Insights
Founded in 2005, CP ADVISORS, INC. has over 15 years of experience in the financial industry. They have a team of expert advisors who are dedicated to providing personalized financial solutions for their clients. As of 2019, their assets under management totaled $500 million with 10 experienced advisors on staff.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 10 | $500 million |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance services
- Education planning
- Social security planning
Client Types
CP ADVISORS, INC. serves a diverse client base, including high net worth individuals and families, professionals, business owners, and retirees. They also work with corporations, non-profit organizations, and trusts to provide comprehensive financial solutions.
Fees & Compensation
CP ADVISORS, INC. operates on a fee-based compensation structure, meaning their advisors are compensated based on a percentage of the assets they manage for their clients. This aligns their interests with those of their clients and ensures that they are always working towards the best financial outcomes.
Background
CP ADVISORS, INC. is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). This means they are legally bound to act in their clients’ best interests and uphold fiduciary standards. Their team of advisors has a combined experience of over 50 years and are all highly qualified and certified in financial planning.
Financial Advisor Disclosures to Know
As a registered investment advisor, CP ADVISORS, INC. is required to disclose any potential conflicts of interest and provide transparent communication with their clients. Their advisors also have a clean disciplinary record, meaning there have been no legal or regulatory actions against them in their professional careers.