Ariston Advisors Ariston Advisors - ARISTON - CPR evaluates the investment methods used to create the Models from its partners. We only offer Models with proven track records, acceptable risk/reward characteristics which are created by reputable and professional organizations using institutional level research and analysis. Ariston Advisors - ARISTON - CPR evaluates the investment methods used to create the Models from its partners. We only offer Models with proven track records, acceptable risk/reward characteristics which are created by reputable and professional organizations using institutional level research and analysis.
ABOUT ARISTON - CPR STOCK MODEL PORTFOLIOS OPENING AN ACCOUNT FAQS
Ariston Avisors A Division of Consolidated Portfolio Review Corp is a registered investment advisory (RIA) firm and one of the divisions of Diefendorf Capital Planning Associates, a family of financial service companies since 1875. Contact us at 800.521.0267   
Stock Model Portfolios

Stock Model Portfolios

Once you open an account with Ariston - CPR, you will get access to FOLIOfn's Advisor platform and receive all of the benefits below:
  • Online access to your account
  • Monthly statements
  • Electronic access to your funds
  • Detailed reports
  • Performance
  • Tax documents
  • $4.5M in SIPC insurance
  • Much, much more

    • Annual Management Fee: Ariston - CPR charges an annual management fee that is billed monthly as a percentage of total assets in your account. The fees are automatically deducted from your account every month in arrears.

    Initial Investment: $50,000 minimum
    Annual Management Fee      Total Assets
    1.75%$50,000 to $500,000
    1.50%$500,000 to $1,000,000
    1.25%Over $1,000,000

    This fee includes the custodian's fee which allows us to offer commission free trading. The fee is billed on a cumulative basis (Example: the fee for an account with $750K would be billed 1.75% for $500K and 1.50% for the next $250K).

    Get Started Now Let us show you how you can benefit with Ariston Advisors      


    types of accounts

    Ariston - CPR offers a variety of accounts to best leverage our clients strategy and interests. Types of accounts we offer include choices such as: Individual, Joint, Traditional IRA, Roth IRA, IRA Rollover, SEP-IRA's (Simplified Employee Pension) and Custodial Accounts (UGMA/UTMA).

    View all of our available account types Let us show you how you can benefit with Ariston Advisors     

    To speak with someone directly, please call 800.521.0267 or let us contact you with more information.

    FOLIOfn is a member of the Securities Investor Protection Corporation (SIPC), a non-profit corporation that provides account protection to customers of registered broker-dealers.

    SIPC protection does not cover losses from declining investment values. Rather, it protects investors against losses that stem from the financial failure of a brokerage company. If a brokerage fails, SIPC will cover losses up to $500,000 (with a limit of $100,000 for cash losses).

    FOLIOfn customers receive additional account protection through some underwriters at Lloyd's, London. While the underwriters cover losses up to a total of $50 million for all FOLIOfn customers in any one policy year, the maximum amount any single FOLIOfn customer may receive is $4.5 million for securities. The underwriters' coverage is governed solely by the terms of the policy issued by them. If you wish, you are entitled to inspect the policy or obtain a copy for your records.


     
     

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