Harry Mccullough
Harry Mccullough is a CFP-designated registered investment advisor at Comprehensive Investment Management, LLC, based in Philadelphia, PA, with 27 years of industry experience. Harry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 55 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.35% |
For clients who entered into an advisory agreement prior to January 2025, the standard investment management annual fee for the first $500,000 is 1%, the next $500,000 is 0.8%, the next $1,000,000 is 0.5%, the next $1,000,000 is 0.35%, and amounts higher than $3,000,000 is 0.275%.
Fee Estimator
Location
Philadelphia, PA
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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 →Employment History
Current Registrations
Comprehensive Investment Management, LLC
Previous Registrations
Mc2 Financial Advisers, INC.
State Registrations1 state
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