Comprehensive Wealth Solutions offers financial planning, portfolio management, and selection of other advisors. Financial planning involves analyzing your financial situation and creating a plan to achieve your goals. Portfolio management is tailored to your investment objectives and risk tolerance. They may recommend third-party investment advisors to manage your portfolio. Comprehensive Wealth Solutions also offers cash management solutions through Flourish Cash.
Assets Under Management$370M
Clients61
Advisors4
Avg. per Client$6.1M
Avg. per Advisor$94M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20.0M - $40.0M | 0.25% |
| $40M+ | 0.20% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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