Complete View Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$45,745,316
Total clients
32
56% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
32
Average account size
$1,429,541
Client services
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.40% $10,000,001+: 0.30%
Hourly fees range from $100 to $300
Minimum fee: Minimum quarterly fee of $1,000 Fee-only: Comprehensive Financial Planning fees: one-time launch fee $1,500 to $5,000; ongoing monthly fee $300 to $1,000
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Complete View Financial LLC
San Antonio TX, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
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