John Fawcett
Advisor at CPR Investments 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.
Advisor at CPR Investments 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.
Location
Rochester, MI 48307
Credentials
Series 63, Series 65
Industry experience
15 years
John Fawcett is a financial advisor at CPR Investments Inc. in Rochester, MI, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Gurney Agency and CPR Financial Group since 2016. Outside of investment advising, he is active as a Medicare insurance agent through The Gurney Agency. CPR Investments Inc. primarily serves individual investors, offering discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm uses a multi-manager approach focused on tactical and absolute-return strategies to manage risk and provides both asset-based custody trading and transaction-fee brokerage options.
Based on CPR Investments Inc
Based on CPR Investments Inc
Written financial plans range from $250 to $1,200; fixed fees $50 to $1,200 depending on service
$0 - $1,000,000: 1.25% - 1.75% (varies by portfolio strategy) $1,000,001 - $2,000,000: 1.10% - 1.60% (varies by portfolio strategy) $2,000,001 - $5,000,000: 0.95% - 1.55% (varies by portfolio strategy) $5,000,001+: 0.50% - 1.10% (varies by portfolio strategy)
Up to $150/hour for written financial plans; $200/hour for other hourly services
Fee-only: Asset management fees based on tiered schedule; hourly fees up to $200/hour; fixed fees from $50 to $1,200
1600 Parkdale Road, Suite 201
Rochester, MI 48307
Michigan
The Gurney Agency
2019 - Present (7 years)
CPR Financial Group
2016 - Present (10 years)
CPR Investments Inc.
2016 - Present (10 years)
Metro Cars
2014 - 2016 (2 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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