Comprehensive Wealth Management Group, LLC

Assets Under Management

N/A

Number of Clients

30

Number of Advisors

1

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fixed/Hourly

About This Firm

Comprehensive Wealth Management Group, LLC offers financial and education planning and consulting services. They gather client financial information to prepare an analysis and recommendations. They do not manage client assets, which are maintained by Buckman, Buckman & Reid, Inc.

Fee Structure

Financial application preparation and completion and planning services cost $995. Admissions review and assessment is $1250. In-depth college planning services are $1,995. Premium college planning services plus cost $6200.

One-Time Plan:$995 - $6,200
Hourly Rate:$300/hr
Areas of Practice
Education Planning
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Location

4864 Arthur Kill Road, South Entrance #8, Staten Island, NY, 10309

1 Advisors at this firm

Comprehensive Wealth Management Group, Llc | TrueAdvisor