Comprehensive Financial Planning, Inc. (CFP, Inc.) offers financial planning and investment management services. CFP, Inc. works with clients to develop an Investment Policy Statement and Investment Plan based on their financial circumstances, goals, and risk tolerance. CFP, Inc. manages investment portfolios on a discretionary basis, meaning they can make trades without asking you first. CFP, Inc. primarily serves individuals, trusts, estates, and charitable organizations.
Assets Under Management$100M
Clients30
Advisors1
Avg. per Client$3.4M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Minimum annual fee of $3,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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