Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
6
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
CPC Financial Planning, Inc. offers financial planning services, creating written reports analyzing clients' financial situations and providing recommendations on investments, risk management, tax planning, education, retirement, and estate planning. Associates may also provide hourly advice on specific financial issues. All investment decisions are the client's responsibility.
The firm provides an annual written update of the client’s situation or of the original financial plan. The fee is $250 plus the greater of 1% of gross income or 1/20% of net worth up to $5,000,000, plus 1/40% of net worth over $5,000,000. The above fees will be subject to a minimum of $750 and a maximum of $5,000.
The firm offers financial plans with fees subject to a minimum of $1,500 and a maximum of $10,000.
250 Tanglewood Lane, King of Prussia, PA, 19406