Comprehensive Financial Advisers offers financial planning and investment consulting services to individuals, families, trusts, estates, and family businesses. They help clients define financial objectives and develop strategies to achieve them, including cash flow management, tax planning, risk review, and education funding. They also address retirement planning, estate planning, charitable giving, and business succession issues. Implementation of recommendations is at the client's discretion.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive Wealth Management (first year): $2,500, with $1,500 due upon signing the agreement and $1,000 upon delivery of the plan. The agreement can be extended for an additional year for $1,000.
- Special Projects (Robert O. Smith): $350/hour.
- Special Projects (Staff): $75/hour. An estimate will be provided, with half due upon signing the agreement and the balance upon completion of services.
Annual Retainer:$1,000/year
One-Time Plan:$2,500
Hourly Rate:$75 - $350/hr
Loading...