CPA Group Investment Management provides investment and financial planning services. For investment management clients, they create an Investment Policy Statement to define investment goals, liquidity needs, and risk tolerance. Financial planning covers areas like family records, education, taxes, survivor planning, estate, retirement, investments, insurance, and asset protection. The firm's approach to investing is based on Modern Portfolio Theory, emphasizing diversification and risk management.
Assets Under Management$37M
Clients37
Advisors2
Avg. per Client$1M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $300K | 1.25% |
| $300K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.95% |
Fees may be negotiable within each tier. Fee breaks occur as portfolio value exceeds each tier level.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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