Comprehensive Wealth Solutions provides personalized investment portfolio management, financial planning, and selection of third-party managers. Comprehensive Wealth Solutions tailors its services to each client's individual needs and objectives, offering continuous monitoring and rebalancing for investment portfolios. In addition to investment management, Comprehensive Wealth Solutions offers comprehensive financial planning and consulting, covering topics such as retirement and overall financial resources. The firm primarily relies on third-party manager research to construct portfolios and may recommend third-party advisers, mutual funds, exchange-traded funds, and variable annuities. Comprehensive Wealth Solutions also offers cash management solutions through a deposit account sweep arrangement. The firm operates as a registered investment advisor and acts in the best interest of clients when providing retirement advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees are negotiable depending on individual client circumstances.