Ongoing Fees

Investment Management Services

We offer investment management services and ongoing financial advice exclusively to clients who contract with us for one of the three levels of financial planning (see above). After the plan is completed, we charge a quarterly fee for investment management and advisory services based on the following schedule:

Assets Under Management

First $0,000,001 to $1,000,000

Next $1,000,001 to $2,000,000

Next $2,000,001 to $3,000,000

Next $3,000,001 to $4,000,000

Next $4,000,001 to $5,000,000

Next $5,000,001 and higher

Quarterly Fee*

.25%

.20%

.15%

.10%

.05%

.025%

Annual Equivalent

1.00%

.80%

.60%

.40%

.20%

.10%

 

* minimum quarterly fee for Investment Management Services is $2,000.

Your quarterly investment management fee also provides you with access to your own personal financial coach. You'll receive lifetime counseling for all of your financial needs.

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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