Comprehensive Wealth Solutions, LLC

Comprehensive Wealth Solutions, LLC is a registered investment adviser based in Boca Raton, Florida, established in 2004. The firm offers personalized financial planning, portfolio management, and the selection of other advisers services. For financial planning, fees range from $5,000 to $12,000 or $200 to $300 per hour, payable in advance and negotiable based on complexity. Portfolio management fees are based on a percentage of assets managed, ranging from 0.90% to 0.20%, billed quarterly. The firm requires discretionary authority for portfolio management and may recommend third-party advisers, charging a separate fee. Clients have investment discretion with specified guidelines. The firm does not accept performance-based fees, has no disciplinary history, and offers services to various client types without imposing minimums. Investment strategies focus on asset allocation and third-party manager selection. The firm does not vote proxies, and clients receive quarterly account statements from a qualified custodian. The firm prioritizes client privacy and does not share nonpublic personal information with third parties.