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Credentials
Series 63, Series 65
Experience Industry experience
36 years
Location
Bassett, NE 68714
CPR Investments Inc
Team
James Arnholt is a financial advisor at CPR Investments Inc with 36 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with CPR Investments since 2017. Outside of his advisory role, Arnholt is owner of Arnholt Insurance Agency and serves as vice chairman and board member of the Rock County High School Foundation, which awards scholarships and manages foundation investments. CPR Investments Inc provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm utilizes multi-manager portfolios combining in-house tactical models with third-party advisors, emphasizing defensive positioning and ongoing model monitoring and rebalancing.
Based on CPR Investments Inc
Based on CPR Investments Inc
Fixed fees for financial plans or account reviews ranging from $50 to $1,200 depending on service complexity.
$0 - $1,000,000: Range from 1.25% to 1.85% depending on portfolio model $1,000,000 - $2,000,000: discounted rates, e.g., down to 1.10% - 1.70% $2,000,000 - $5,000,000: further discounted rates, approximately 0.95% - 1.55% $5,000,000+: lowest tier rates, down to 0.50% - 1.10% $0 - $50,000: 2.00% $50,000 - $250,000: 1.75% $250,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.60%
Registered representatives of Ausdal Financial Partners may receive commissions for sales of insurance and securities products.
Up to $150/hour for written financial plans; $200/hour for other advisory services; hourly fees invoiced and billed in advance.
Minimum fee: Sub-advisor minimum fee of $1,500 per year, which will never exceed 3% of assets under management. Fee-only: Hourly charges up to $150/hour for financial planning and $200/hour for other hourly advisory services; Fixed fees for written financial plans ranging from $250 to $1,200.
Bassett, NE
113 S Clark St, Po Box 280
Bassett NE 68714
Advisors at this office
1
Nebraska
36 years of industry experience
CPR Investments Inc.
2017 - Present • 9 years
BAssett, NE
Rock County High School Foundation, Inc.
1998 - Present • 28 years
Bassett, NE
Arnholt Insurance Agency
1994 - Present • 32 years
Bassett, NE
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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