Comprehensive Financial Consultants (CFC) provides financial planning and investment management services to individuals, families, and businesses. CFC offers one-time and ongoing financial planning, covering topics like retirement, taxes, and insurance. For investment management, CFC creates customized portfolios and monitors them regularly, making adjustments as needed. CFC also offers participant account management and retirement plan consulting.
Assets Under Management$140M
Clients361
Advisors3
Avg. per Client$390K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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