CPA Group Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$37,300,000
Total clients
37
19% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
19
Average account size
$1,008,108
Client services
Fee options
Financial planning fixed fees up to $10,000 for initial engagement; annual review fees ranging from 25% to 40% of initial planning fee if no portfolio management services.
$0 - $200,000: 1.50% $200,001 - $300,000: 1.25% $300,001 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% Over $1,000,000+: 0.95%
Financial planning services charged hourly up to $250/hour.
Account minimum: $100,000 minimum initial investment to open a managed account (with possible waiver) Fee-only: Portfolio management fees based on tiered percentage of AUM; Financial planning fees charged hourly up to $250/hour or fixed fees up to $10,000; financial planning fees may be reduced or waived if portfolio management is provided.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
CPA Group Investment Management, LLC
501 West 19 Th Street
Panama City FL 32405, United States
Number of offices
2
Forms ADV
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