CPS Investment Advisors, based out of Lakeland, FL, is a prominent local investment advisory firm serving over 2,590 individual clients with an impressive $1,988,219,000 in assets under management. With a single office in Lakeland, CPS Investment Advisors specializes in providing comprehensive investment advisory services to its diverse clientele. While managing employer funds is within their capability, 401K and individual accounts account for less than 30% of their assets under management.
All the assets managed by CPS Investment Advisors are discretionary, allowing them to exercise flexibility and expertise in implementing inv...
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Assets Under Mgmt
$1.99B
Investment Professionals
21
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops
Disclosures
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.