Overview
- Headquarters
- Lynnwood, WA
- Total Firm Assets
- $338 million
- Average High-Net-Worth Client Portfolio Size
- $2.3 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: COMPREHENSIVE WEALTH ADV PART 2A (2025-04-30)
· View brochure text
Latest filing: COMPREHENSIVE ADV PART 2A (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 2.00% |
Stated Minimum Annual Fee: $11,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $20,000 | 2.00% |
| $5 million | $100,000 | 2.00% |
| $10 million | $200,000 | 2.00% |
| $50 million | $1,000,000 | 2.00% |
| $100 million | $2,000,000 | 2.00% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 72.00%
- Number of High-Net-Worth Clients
- 108
- Total Client Accounts
- 1,700
- Discretionary Accounts
- 179
- Non-Discretionary Accounts
- 1,521
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 116958
- COMPREHENSIVE ADV PART 2A (2026-03-31) · View brochure text
- COMPREHENSIVE WEALTH ADV PART 2A (2025-04-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗