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.
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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
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Hourly
This firm offers services based on an hourly fee.
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Performance-Based Fees
This firm can be compensated based on a share of capital gains on, or capital appreciation of, client assets.
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Commission
This firm is not compensated by Commissions from sales of financial products.
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Fixed Fees
This firm is not compensated by clients, often based on a flat fee or a percentage of client assets.
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Subscription Fees
This firm does not receive compensation from periodicals or newsletters.
Advisor Guide
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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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