Comprehensive Wealth Management

Retirement Planning Firm in Burbank, CA

Firm Info
Address: 3500 W Olive Ave, Burbank, CA 91505, USA
Phone: (818) 237-5589

Firm Size
Assets Under Management: $328.8 million
# of Advisors: 3
# of Clients: 1,527
Client to Advisor Ratio: 509:1
Average Account Size: $215,317
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Commissions

Get Connected with a Financial Advisor

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Comprehensive Wealth Management Overview

Based in Lynnwood, WA, Comprehensive Wealth Management is a fee-based registered investment advisory firm that has been in business since 2008. The firm is unique in that it operates both as a broker-dealer representative and as an insurance broker/agent, allowing them to provide comprehensive investment advice to their clients. Their fee arrangement is also noteworthy, as they are transparent about their fees and operate on a fee-based model. As a registered investment advisory firm, Comprehensive Wealth Management offers a range of investment services to individuals and small businesses. Their portfolio management services are highly regarded, and they work closely with their clients to create personalized investment strategies that meet their unique needs and risk tolerances. In addition, the firm offers financial planning services, providing clients with a holistic view of their financial situation and helping them to plan for long-term success. Comprehensive Wealth Management is committed to educating their clients on important investment topics and providing the tools and resources they need to make informed investment decisions. To this end, they offer a variety of educational seminars and workshops, covering topics such as retirement planning, investment strategies, and tax planning. Through these services, Comprehensive Wealth Management helps their clients to achieve their financial goals and secure their financial future.

COMPREHENSIVE WEALTH MANAGEMENT caters to a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, and charitable organizations. They understand that each client has unique financial goals and requirements, and therefore tailor their services to meet their needs. Whether it be investment management, retirement planning, or tax planning, COMPREHENSIVE WEALTH MANAGEMENT provides customized solutions to help their clients achieve their financial objectives. To ensure transparency and alignment of interests, COMPREHENSIVE WEALTH MANAGEMENT offers a range of fee structures depending on the service provided. Clients can opt for a percentage of the assets under management (AUM) fee, where the firm charges a percentage of the total amount of assets they manage on behalf of the client. Alternatively, clients can choose to pay an hourly fee, where the firm charges for the time spent on the client's matter. Fixed fees are also available for certain services. COMPREHENSIVE WEALTH MANAGEMENT may earn commissions for certain products or services delivered, but they always disclose these to the client before entering into any transaction. The flexible fee options enable clients to choose the fee structure that suits their preference and budget, ensuring that they receive the best value for their money.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure note for Comprehensive Wealth Management does not mention what their investment minimum is.

How This Office Can Help Burbank, CA Residents

Comprehensive Wealth Management is a financial management company that provides valuable assistance to clients residing in Burbank, CA. The company understands that the financial situations of clients in Burbank, CA, are unique and hence, provide customized solutions tailored to each client's specific needs. There are various financial challenges people face today irrespective of where they live, and Burbank, CA, is not an exception. Some people may find it difficult to manage their debt, while others may be struggling to make ends meets due to low income or unemployment. However, by partnering with Comprehensive Wealth Management, clients in Burbank, CA, can access a range of financial services that will help them achieve their financial goals. This includes investment management, retirement planning, and tax planning, among others. By providing access to these services, Comprehensive Wealth Management helps clients in Burbank, CA to improve their financial standing and gain financial stability, regardless of the challenges they may face. Overall, Comprehensive Wealth Management acts as a trusted partner, helping clients make informed financial decisions and achieve greater financial well-being.

To view the Minimum Investment and Fee Schedule for Comprehensive Wealth Management, visit their Part 2 Brochure.

Services Offered by Comprehensive Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Comprehensive Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Commissions
Unavailable
Subscription (Newsletter or Periodical)
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 3500 W Olive Ave, Burbank, CA 91505, USA
Phone (818) 237-5589
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 3500 188TH ST SW, SUITE 102, LYNNWOOD, WA 98037-4757, United States

This firm has no other locations.

State Registrations

Comprehensive Wealth Management is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Florida
  • Idaho
  • Oregon
  • Texas
  • Vermont
  • Washington

Disciplinary History

Comprehensive Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.