Comprehensive Wealth Services, LLC
Comprehensive Wealth Services, LLC (CRD# 147372) is a financial advisory firm headquartered in Morristown, NJ. They manage $46,000,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management46MILLION
Total Number of Accounts90ACCOUNTS
Average Account Value$511,111
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Jeremy Klopper (CRD# 2410233) is an Investment Advisor Representative working at Comprehensive Wealth Services, LLC in Randolph, NJ and has over 22 years of experience in the finance industry.