Our Fee Structure
CPT has introduced the first and only consumer-focused investment management agreement. Account fees begin at 1%; however…
If the value of your account falls by -5%, but less than -15%, CPT will reduce its fee by 25%.
If your account falls by -15%, but less than -25%, CPT will reduce its fee by 35%.
If your account falls by 25% or more, CPT will reduce its fee by 50%.
And our fee rate will remain at the lower level until your account has recovered from that loss!
Why would an advisor NOT charge less if they lose your money?
If your advisor is penalized for losing your money, wouldn’t he be more careful to avoid losses?
If an advisor will not show you his plan to protect your money from a crash, it may be because he does not have a plan to protect your money from a crash. What other reason could he have?
The Logic of Our Systems
If you can’t identify risks, you can’t measure risks.
If you can’t measure risks, you can’t manage risks.
If you don’t manage risks, they will manage you, and you will lose more than you know!
We have a logic system which we use to identify and avoid risks. Call us today.