Your clients are charged solely on a small percentage of their total portfolio value on a quarterly basis, which the CPA Investment Network gives you the flexibility to set by client. Clients' fees are taken directly out of their custodial account, so there is never an issue of billing, collecting, or a concern for clients to keep cash on hand.

As a fee-only advisor, you have a vested interest in your clients' portfolios. You are paid only by your clients, not mutual fund companies, not insurance companies, not by a corporation. The CPAs in the Network answer to no one but their clients.

The CPA Investment Network and your advisory firm are compensated by a fee-sharing plan. Your firm will only share 19 basis points (0.19% of account value) per year, per account with the Network and keep the rest.

There is a one-time cost of $9,500 to join the CPA Investment Network, which includes all of the consulting and training involved in setting up your new Registered Investment Advisory firm. If you have an existing RIA with more than $10,000,000 in assets under management, the $9,500 fee is waived entirely. We have no monthly, quarterly, or annual fees, and no hidden fees. CPAs can expect to augment their revenues greatly.

While the CPA Investment Network has no quotas, you should have at least $4,000,000 of investable assets to start and be able to bring in at least $6,000,000 in new assets a year.