Comprehensive Financial Management LLC in Los Gatos, CA

Comprehensive Financial Management LLC in Los Gatos, CA

What should I know about this firm?

Comprehensive Financial Management LLC is a national financial advisory firm headquartered in Los Gatos, CA. The firm has $17.1 billion under management.The firm caters to 45 clients of varying types, but focuses mostly on high net worth individuals.

  • Assets Under Management

    $17.1 billion

Fees & Compensation

Compensation types are listed for Comprehensive Financial Management LLC.  Contact the advisor for individual fee structure details.

Advisor Guide

Financial Advisor Talking With Her Client in the office.
  • Hourly

    This firm offers services based on an hourly fee.

  • Performance-Based Fees

    This firm can be compensated based on a share of capital gains on, or capital appreciation of, client assets.

  • Commission

    This firm is not compensated by Commissions from sales of financial products.

  • Fixed Fees

    This firm is not compensated by clients, often based on a flat fee or a percentage of client assets.

  • Subscription Fees

    This firm does not receive compensation from periodicals or newsletters.

Advisor Guide

Financial Advisor Talking With Her Client in the office.

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Client Types

Available client info by % of assets under management are as follows:
Client types are by firm and represent a percentage of assets under management. Client type information from Form ADV.

High Net Worth Individuals

57.1%

Corporations or Other Businesses

14.3%

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Address

720 University Avenue, Suite 200, Los Gatos, CA 95032

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