Comprehensive Wealth Management provides financial planning and investment management services. Financial planning includes estate, business continuity, fringe benefit, and investment/retirement planning. Investment management involves managing assets in a diversified portfolio of mutual funds to help clients reach their financial goals. The firm creates custom financial plans based on client data and objectives, and conducts annual reviews to keep plans up to date.
Assets Under Management$1.5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is 0.25% per quarter, which annualizes to 1.0%. Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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