Comprehensive Advisors, LLC provides financial planning services to individuals and high-net-worth individuals. These services include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Comprehensive Advisors generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under ManagementN/A
Clients53
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Planning Services - Negotiated fixed fee between $1,500 and $15,000.
- Hourly Financial Planning Services - Negotiated hourly fee between $75 and $385.
One-Time Plan:$1,500 - $15,000
Hourly Rate:$75 - $385/hr
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