Fees

Since the beginning of time, the financial services profession has been defined by two competing armies: the salespeople (who want to convince people to buy high cost or proprietary products to further the employer and salesperson's own bottom line) and the professional advisors (who provide impartial advice, lower cost alternatives and who are held to a higher fiduciary standard).

The salespeople are eternally trying to blur the lines between the two groups and pose as professionals, while the advisors are eternally trying to make those blurry lines clear again.

As an independent fee-only advisory firm, CMMS receives compensation from only one source — you the client. We do not sell investment products or insurance. We do not accept commissions or any other form of compensation from any third party. Our strict adherence to this compensation philosophy frees you from the potential conflicts of interest other forms of compensation can engender.

Contact Info

Comprehensive Money Management Services LLC
535 Vilabella Avenue
Coral Gables, FL 33146
Phone 305-662-7757
Fax 305-402-8409
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Map & Driving Directions

Disclosures

Comprehensive Money Management Services LLC (“CMMS”) is a Registered Investment Adviser located in Coral Gables, Florida. The firm is registered with the State of Florida Office of Financial Regulation. CMMS and its representatives are in compliance with the current filing requirements imposed upon Florida-registered investment advisers and by those states in which CMMS maintains clients.

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