Dov Fobar
Dov Fobar is a registered investment advisor at Comprehensive Capital Management, INC., based in Rockaway, NJ, with 18 years of industry experience. Dov operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,105 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CCM offers investment management services where the annual fee is a percentage of the assets they manage. The fee generally ranges from 0.25% to 2.95%. Each financial advisor at CCM can set their own fee rates within this range and negotiate with clients. CCM also offers active management services for a similar fee range. Pension consulting services are also offered for a similar fee range.
Location
100 Enterprise Drive, Suite 504, Rockaway, NJ, 07866
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dov is a registered representative with Ameriwealth Mgt., spending most of his time as a financial advisor paid by commissions. Dov also provides general management consulting and insurance services as an owner, compensated on a retainer basis.
Employment History
Current Registrations
Comprehensive Capital Management, INC.
Previous Registrations
Comprehensive Asset Management and Servicing, INC.Broker
1st Global Capital CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.