Comperio Retirement Consulting, Inc.
Comperio Retirement Consulting, Inc. (CRD# 140786) is a financial advisory firm headquartered in Cary, NC. They manage $1,900,000,000 in 38 accounts and serve the financial needs of clients across 4 states (or territories).
-
Total Assets Under Management1,900MILLION
-
Total Number of Accounts38ACCOUNTS
-
Average Account Value$50,000,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
NC, PA, SC, VA
Scott Fremer (CRD# 2365565) is an Investment Advisor Representative working at Comperio Retirement Consulting, Inc. in Mcmurray, PA and has over 30 years of experience in the finance industry.
James Sotell (CRD# 1983050) is an Investment Advisor Representative working at Comperio Retirement Consulting, Inc. in Cary, NC and has over 34 years of experience in the finance industry.
Jarrott Heath (CRD# 7138628) is an Investment Advisor Representative working at Comperio Retirement Consulting, Inc. in Cary, NC and has over 4 years of experience in the finance industry.