Complete Wealth Management offers investment advice, asset management, and financial planning services to individuals, high net worth individuals, small businesses, and other entities. The firm focuses on helping clients build and preserve wealth through tailored plans. They may also recommend third-party money managers or the Betterment platform. Complete Wealth Management manages assets on a discretionary basis.
Assets Under Management$130M
Clients238
Advisors2
Avg. per Client$530K
Avg. per Advisor$63M
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Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees may be negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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