Advisor at Comprehensive Wealth Management
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Firm
Comprehensive Wealth Management
Location
Lynnwood, WA 98037-4757
Credentials
Series 63, Series 65
Industry experience
10 years
Chase Ferderer is a financial advisor with Comprehensive Wealth Management in Lynnwood, WA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Independent Financial Group, Ameriprise Financial Services, Orswell Events, and Foresters Financial Services. Comprehensive Wealth Management offers discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and retirement accounts. The firm employs proprietary model suites and a Direct Indexing option to manage assets on a householded basis, providing ongoing monitoring, reporting, and occasional non-securities advice.
Based on Comprehensive Wealth Management
Based on Comprehensive Wealth Management
Fixed fees may apply for certain financial planning or consultation services beyond general scope
0.5% - 2% annually (blended tiered rate based on asset levels)
Insurance commissions received by investment advisor representatives for insurance product sales
Hourly charges may apply for advice on matters not involving securities or beyond general financial planning scope
Account minimum: $500,000 Minimum fee: Minimum quarterly fee of $2,750, which may be reduced or waived at discretion
3500 188 Th St Sw, Suite 102
Lynnwood, WA 98037-4757
Washington
Independent Financial Group, LLC
2024 - Present (2 years)
Ameriprise Financial Services, Inc.
2016 - 2023 (7 years)
Orswell Events
2016 - 2016 (1 year)
Foresters Financial Services
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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