Comprehensive Financial Planning, Inc. offers financial plans covering income tax, investments, fringe benefits, business continuity, and estate planning. CFP also provides investment supervisory services, tailoring asset allocations to individual client goals. CFP generally invests in exchange-traded equities, high-quality fixed income securities, and cash equivalents. While CFP has trading authority, it seeks client permission before executing any trade.
Assets Under Management$180M
Clients104
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. 0.10% of the asset value of investments allocated to cash/cash equivalents. 0.25% of the asset value of investments allocated to fixed-income mutual funds.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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