Leonard B. Comberiate offers investment consulting services and comprehensive financial planning to help individuals establish and meet their financial goals. This includes retirement planning, risk management, estate planning, tax planning, investments, and cash management. Investment services include monitoring investments, expense analysis, asset allocation analysis, participant education, and performance monitoring.
Assets Under ManagementN/A
Clients3
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning services are offered at $100 per hour. Special project-based services will be quoted on a case-by-case basis.
Hourly Rate:$100/hr
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