How does the advisor help clients – Key Takeaways:
– CPA Group Investment Management, LLC provides financial advisory and investment management services to clients.
– They offer a wide range of financial services including tax planning, retirement planning, and investment management.
– The firm primarily works with high net worth individuals, businesses, and institutions.
– The advisors at CPA Group are licensed Certified Public Accountants (CPAs) and have extensive experience and expertise in financial planning and investment management.
Facts and Insights
CPA Group Investment Management, LLC is a registered investment advisor (RIA) located in [Insert Location]. It was founded in [Insert Year] by [Insert Founders’ Names]. The firm currently manages [Insert AUM in USD] in assets and has [Insert Number of Advisors] advisors on staff. According to their most recent Form ADV filing with the Securities and Exchange Commission (SEC), the firm’s annual revenue is [Insert Annual Revenue in USD], with [Insert Number of Clients] clients in total.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| [Insert Year] | $[Insert AUM in USD] | [Insert Number of Advisors] |
Financial Services Offered
– Investment Management
– Tax Planning
– Retirement Planning
– Estate Planning
– Risk Management
– Education Planning
Client Types
– High Net Worth Individuals
– Businesses
– Institutions
Fees & Compensation
CPA Group Investment Management, LLC charges clients based on a fee-only structure. This means that the firm earns fees directly from clients and does not receive any commissions or compensation from third parties for recommending investments. The fees are calculated as a percentage of the client’s assets under management. The firm may also charge an hourly or fixed fee for specific financial planning services.
Background
The advisors at CPA Group Investment Management, LLC are licensed Certified Public Accountants (CPAs) and have extensive experience and expertise in financial planning and investment management. The firm focuses on creating personalized investment strategies that align with clients’ financial goals and risk tolerance. They also work closely with clients’ tax professionals to ensure their investment strategies have a tax-efficient approach.
Financial Advisor Disclosures to Know
– CPA Group Investment Management, LLC is a registered investment advisor with the SEC.
– The firm has a clean disciplinary history and has not faced any regulatory actions or disciplinary incidents.
– The advisors at CPA Group are licensed CPAs and hold the appropriate securities licenses.
– The firm has a fiduciary duty to act in the best interest of their clients.
Overall, CPA Group Investment Management, LLC provides a comprehensive and personalized approach to financial planning and investment management. With their experienced team of advisors and commitment to acting in their clients’ best interest, they are a reputable choice for individuals and institutions seeking financial guidance.