Advisor at CP Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CP Advisors, Inc.
Location
Beulaville, NC 28518
Credentials
Series 65
Industry experience
8 years
Based on CP Advisors, Inc.
Minimum flat fee of $3,000 for comprehensive financial plans; consulting fees up to $2,500
$0 - $100,000: Negotiable; minimum annual fee $1,000 may apply $100,000+: Up to 1.00% annually, individually determined
Up to $500 per hour for financial planning and consulting services
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,000 for clients with assets under $100,000 Fee-only: Fees based on assets under management and hourly or fixed fees for financial planning and consulting services
120 East Main Street
Beulaville, NC 28518
North Carolina
CP Advisors, Inc.
2017 - Present (9 years)
Albertson & Jones, P.A. (formerly Randy L. Albertson, CPA, P.A.)
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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