Raymond Harper
Raymond Harper is a registered investment advisor at Comprehensive Capital Management, INC., based in Rockaway, NJ, with 49 years of industry experience. Raymond 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Raymond is an insurance producer for various insurance companies since 2001, dedicating minimal time to this activity. He is also a board member of Senior Citizens Caring Foundation since 1985 and an Investment Advisor Representative and Registered Representative for Harper & Hodge since 2010, dedicating all of his time to this activity.
Employment History
Current Registrations
Comprehensive Capital Management, INC.
Apw Capital, INC.Broker
Previous Registrations
Financial Network Investment CorporationBroker
Financial Network Investment Corporation
Blue Vase Securities, LLC
Blue Vase Securities, LLCBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations11 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.