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. Services are based on the client's financial situation and information provided. They do not manage client assets.
Fee Structure
Comprehensive Wealth Management Group, LLC offers services on a fixed fee schedule and hourly fee schedule depending on the services requested by the client. Fees may be negotiable depending on the complexity of the client's situation and time required to meet with the client and deliver the requested services. The hourly fee is $300 per hour. Fixed fees range from $995 to $6200 for financial application preparation, admissions review, in-depth college planning, and premium college planning services.
Areas of Practice
Location
4864 Arthur Kill Road, South Entrance #8, Staten Island, NY, 10309