Advisor at Comprehensive Wealth Management
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Firm
Comprehensive Wealth Management
Location
Lynnwood, WA 98037-4757
Credentials
Series 65
Industry experience
16 years
Kris Muhlestein is a financial advisor at Comprehensive Wealth Management in Lynnwood, WA, with 16 years of industry experience. He holds a Series 65 designation and has been associated with both Geneos Wealth Management and Comprehensive Wealth Management since 2009. Outside of his advisory role, he is involved with Muhlestein Sculpture Inc. Comprehensive Wealth Management provides 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 variety of investment strategies, including Direct Indexing, and manages client assets on a householded basis with ongoing monitoring and reporting.
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
Geneos Wealth Management
2009 - Present (17 years)
Comprehensive Wealth Management
2009 - Present (17 years)
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Is active or affiliated with:
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Is not active or affiliated with:
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Bank
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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