Complete Advisors

Complete Advisors is a new investment advisor firm established in 2019 and registered with the U.S. Securities and Exchange Commission since March 2020. The firm specializes in providing fee-based investment advisory services, offering custom portfolio management on a discretionary basis tailored to clients' objectives. The primary investment approach is strategic rather than tactical, focusing on designing portfolios to help clients achieve their financial goals with minimal changes based on market timing. The firm may recommend selling positions for various reasons, such as capital gains or losses, risk exposure, or changes in client risk tolerance. Complete Advisors may use a variety of securities to achieve these objectives, including mutual funds, ETFs, and separate accounts. The firm also provides services for qualified retirement plans and financial planning, including asset allocation assessment and insurance and estate planning review. The firm's minimum account requirement is $500,000, but lower values may be accepted at the firm's discretion. Complete Advisors charges a management fee ranging from 0.35% to 0.95% per annum, payable quarterly, and offers fixed fees for financial planning services. The firm does not charge performance-based fees and primarily recommends investments in equity securities. Clients are encouraged to review statements from the custodian and notify the firm of any changes in their financial situation. Complete Advisors does not have custody of client funds or securities, except for fee deduction, and exercises investment discretion based on agreed-upon objectives and guidelines. The firm does not vote proxies for client securities and has no disciplinary history.