Comperio Retirement Consulting provides consulting services to retirement plans, pension plans, and profit-sharing plans. Comperio helps plan sponsors with investment policy statements, selecting investment options, monitoring investment performance, and evaluating plan costs. Comperio also offers financial planning services to individuals, including advice on taxes, retirement, and investments.
Assets Under Management$2B
Clients35
Advisors2
Avg. per Client$57M
Avg. per Advisor$1B
Fee Structure
- Financial plan — $1,000 to $3,000, depending on complexity.
- Hourly consulting — $200 to $350 per hour.
One-Time Plan:$1,000 - $3,000
Hourly Rate:$200 - $350/hr
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