Comprehensive Wealth Services provides investment advice, mainly through mutual funds, tailored to your risk tolerance and financial situation. They manage portfolios, typically with the authority to make trades without asking you first. They evaluate your financial situation to make suitable investment recommendations. They monitor accounts regularly and make adjustments as needed. Comprehensive Wealth Services does not offer bundled fee programs, so you may incur additional transaction charges from your broker-dealer/custodian.
Assets Under Management$92M
Clients34
Advisors4
Avg. per Client$2.7M
Avg. per Advisor$23M
Fee Structure
Investment management only (planning not offered)
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 fee may vary depending on pre-existing agreements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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