Assets Under Management
$341.2M
Number of Clients
61
Number of Advisors
4
Average Client AUM
$5.6M
AUM per Advisor
$85.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Comprehensive Wealth Solutions, LLC offers financial planning, portfolio management, and selection of other advisers. Services are tailored to individual client needs, objectives, and risk tolerance. They monitor portfolios and rebalance as needed. They may recommend third-party investment advisers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20.0M - $40.0M | 0.25% |
| $40M+ | 0.20% |
Advisory fee is negotiable, depending on individual client circumstances.
433 Plaza Real, Suite 275, Boca Raton, FL, 33432-9999