Comprehensive Wealth Solutions, LLC
Assets Under Management
$341.2M
Number of Clients
61
Number of Advisors
4
Average Client AUM
$5.6M
AUM per Advisor
$85.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Comprehensive Wealth Solutions, LLC offers financial planning, portfolio management, and selection of other advisers. They tailor investment advice to clients' needs, objectives, and risk tolerance, monitoring portfolios and rebalancing as needed. They primarily advise on third-party managers, mutual funds, ETFs, and variable annuities.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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
Financial planning fees range from $5,000 to $12,000 or $200 to $300 per hour, depending on complexity and scope. Portfolio management fees are based on a percentage of assets managed (see table above). As an example, the annual fee on a $750,000 portfolio would be 0.825% on the first $250,000 and 0.85% on the next $250,000 and 0.80% on the next $250,000. A fee of .20% annually is applied on the cash balance held at Flourish. Fees are negotiable depending on individual client circumstances.
Areas of Practice
Location
433 Plaza Real, Suite 275, Boca Raton, FL, 33432-9999