Comprehensive Financial Planning provides investment advice and financial planning services to individuals, businesses, trusts, estates, and retirement plans. The firm offers investment management through its Managed Portfolio Program, which aims to grow investments while limiting losses during market downturns. They also offer financial planning and consulting services on a standalone basis, covering areas like estate planning and insurance. Comprehensive Financial Planning works with clients to create a strategic plan of action, coordinating with other professionals like attorneys and accountants.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $50.0M | 0.40% |
| $50M+ | 0.20% |
Cash and cash equivalents portion of portfolio is charged 0.26%. For clients with over 500 employees and assets exceeding $50,000,000, a flat fee between $155 and $200 per participant may be considered.