Complete Advisors offers custom investment portfolio management on a discretionary basis, aiming to help clients reach their financial goals. They primarily use a strategic approach, making changes when better investment options are available or when a client's situation changes. They also offer financial planning services, including balance sheet preparation, asset allocation assessment, and insurance and estate planning reviews. Complete Advisors may recommend unaffiliated money managers through managed account programs.
Assets Under Management$67M
Clients25
Advisors2
Avg. per Client$2.7M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Complete Advisors charges a management fee based on the amount of assets they manage for you. The fee ranges from 0.35% to 0.95% per year, paid quarterly in advance. The exact fee is negotiable.
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