Comprehensive Wealth Planning provides financial planning and investment advisory services, focusing on retirement planning for individuals and high-net-worth individuals. Accounts are managed based on each client's goals, objectives, time horizon, and risk tolerance. Services are also available to businesses and financial institutions. Assets are managed on a discretionary basis.
Assets Under Management$13M
Clients60
Advisors1
Avg. per Client$220K
Avg. per Advisor$13M
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Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Total client fee includes custodian fee of up to 0.25%. Exceptions to the fee schedule may be made on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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