Complete Investment Advisory offers investment management services where they actively monitor your accounts and provide advice on buying, selling, or holding investments. They also offer financial planning services to help clients identify their financial goals and create a plan to achieve them. If you become an investment management client, financial planning is included. Newsletters are also provided on an impersonal basis.
Assets Under Management$99M
Clients188
Advisors2
Avg. per Client$530K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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