Comprehensive Capital Management, INC.
Assets Under Management
$71.0M
Number of Clients
2,105
Number of Advisors
8
Average Client AUM
$34K
AUM per Advisor
$8.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Comprehensive Capital Management, Inc. (CCM) offers various advisory services through its network of IARs, who provide customized advice. Services include investment supervisory services, model portfolio services, retirement plan consulting, selection and monitoring of third-party money managers, and financial planning.
Fee Structure
Fees for investment supervisory services, model portfolio management, and pension consulting typically range from 0.25% to 2.95% of assets under management, and are negotiable between the client and their IAR. Portfolio Management Services and Pension Consulting Services may also be charged as a fixed fee, negotiated on a case-by-case basis. Financial planning fees range from $50 to $800 per hour or are charged on a fixed fee basis. Consulting fees will have an annual rate not to exceed 2.50% of plan assets or a fixed fee between $1,000 and $15,000.
Areas of Practice
Location
100 Enterprise Drive, Suite 504, Rockaway, NJ, 07866