Comrie Wealth Management LLC is a related adviser based in New York. It manages $59.7 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of California.
Comrie Wealth Management provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and tax preparation and compliance. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Comrie Wealth Management LLC is $59.7 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Comrie Wealth Management LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael William Comrie has been acting as President since 1 Sep 2014. Hpm Partners Llc joined the executive team most recently as the Member.
The principal office where Comrie Wealth Management LLC performs its advisory services is located at 6 East 43 Rd Street, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-850-4284 or by fax 913-491-7977. The normal business hours are by appointment only on Other.