Nicholas Perkins
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
Hampstead, NC
Credentials
Series 65
Industry experience
7 years
Nicholas Perkins is a financial advisor with CPR Investments Inc. in Hampstead, NC, holding a Series 65 designation and seven years of industry experience. He has been with CPR Investments since 2019 and also operates Perkins Retirement Planning LLC, which focuses on insurance products including life, annuity, health, long-term care, and Medicare sales. CPR Investments primarily serves individual investors and offers discretionary portfolio management through a multi-manager approach that includes third-party advisors and in-house tactical strategies aimed at reducing downside risk. The firm provides comprehensive financial planning, ERISA plan services, and sub-advisory arrangements, with a broader financial-product footprint including affiliated sales activities and advisory services for various financial products.
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
Hampstead, NC
North Carolina · Ohio
CPR Investments Inc.
2019 - Present (7 years)
Perkins Retirement Planning LLC
2004 - Present (22 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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