Comprehensive Wealth Services is a registered investment advisor that provides portfolio management and investment advisory services primarily using mutual funds and exchange-traded funds. Comprehensive Wealth Services tailors its investment recommendations to each client's individual risk tolerance, tax situation, and personal goals, typically operating on a discretionary basis where Comprehensive Wealth Services makes trades on the client's behalf without asking first. While Comprehensive Wealth Services works with individual investors and high-net-worth clients, the firm also offers fixed annual fee arrangements based on the complexity and volume of services required. Comprehensive Wealth Services monitors client accounts regularly and conducts formal reviews at least quarterly. The firm does not manage wrap fee programs, meaning clients may pay separate transaction charges to their account custodian. Comprehensive Wealth Services emphasizes transparency and works independently of proprietary investment products.
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 - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Actual fees may vary based on preexisting agreements or grandfathered fee schedules. Fixed annual fees are also available based on the complexity and volume of services.