Kris Muhlestein
Kris Muhlestein is a registered investment advisor at Comprehensive Wealth Management, based in Lynnwood, WA, with 16 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 451 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWM's annual advisory fee is a percentage of the value of your portfolio, covering financial planning, investment management, and ongoing monitoring. The fee generally ranges from 0.5% to 2% of the value of your portfolio. CWM requires a minimum quarterly fee of $2,750, which may be reduced or waived. If you have multiple accounts, they are combined to calculate the fee. CWM may recommend Direct Indexing, which has a 0.15% fee charged by a sub-advisor, in addition to CWM's fees.
Location
3500 188th St Sw, Suite 102, Lynnwood, WA, 98037-4757
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kris works as an assistant for Comprehensive Wealth Management, dedicating nearly full-time hours to this role. Kris is also involved with Muhlestein Sculpture Inc.
Employment History
Current Registrations
Comprehensive Wealth Management
State Registrations1 state
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