Jeremy Klopper is a registered investment advisor at Comprehensive Wealth Services, LLC, based in Randolph, NJ, with 23 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 34 clients with $92M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Actual fee may vary depending on pre-existing agreements.
Fee Estimator
Location
Randolph, 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 Activities
Jeremy is involved in seasonal tax preparation, but the time commitment is unspecified.
Employment History
Current Registrations
Comprehensive Wealth Services, LLC
Previous Registrations
Comprehensive Wealth Services, LLC
Comprehensive Wealth Solutions, LLC
Pricewaterhousecoopers Investment Advisers LLC
State Registrations1 state
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