Complete Financial Planning provides financial planning and investment management services to individuals, high net worth individuals, and pension and profit-sharing plans. They customize investment portfolios based on a client's objectives and risk tolerance, considering factors like short-term goals, long-term goals, income tax status, and risk tolerance. Financial planning services are available, and an Investment Policy Statement is created and reviewed with each client.
Assets Under Management$32M
Clients35
Advisors1
Avg. per Client$920K
Avg. per Advisor$32M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.40% |
Fees may be negotiable with prior approval.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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