Dov Fobar
Dov Fobar is a registered investment advisor at Comprehensive Capital Management, INC., based in Jersey City, NJ, with 19 years of industry experience. Dov operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,334 clients with $78M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.95% |
Annual fees generally range from 0.25% to 2.95% of assets under management. Each advisor is free to establish their own fee rates within these parameters and negotiate with clients.
Fee Estimator
Location
Jersey City, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dov is a registered representative with Ameriwealth Mgt., spending most of his time as a financial advisor paid by commissions. Dov also provides general management consulting and insurance services as an owner, compensated on a retainer basis.
Employment History
Current Registrations
Comprehensive Capital Management, INC.
Previous Registrations
Comprehensive Asset Management and Servicing, INC.Broker
1st Global Capital CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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