TrueAdvisor
TrueAdvisor
JD
JD

Jesse Clifton Dove

Compass Financial Management LLC
24 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compass Financial Management LLC
Compensation
Fee-Only (AUM)
Firm Size
34 advisors
Number of Clients
1,350 clients
Average Client Portfolio
$384K average
Assets Under Management
$519.0M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.95%
$1.0M - $3.0M1.75%
$3.0M - $5.0M1.50%
$5M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$1,200

Location

Ladson, SC

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2014
Final
Customer Dispute
July 2014
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Compass Financial Management LLC
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Investment Advisory Center, INC.
December 2014 - December 2023 · 9 yrs
Securities Service Network, INC.Broker
December 2000 - December 2000 · 0 mos
Securities Service Network, INC.Broker
January 1999 - December 2000 · 1 yr 11 mos
Securities Service Network, INC.Broker
December 1998 - December 1998 · 0 mos
The Investment Center, INC.Broker
September 1991 - November 1998 · 7 yrs 2 mos
Jefferson-Pilot Investor Services, INC.Broker
March 1991 - September 1991 · 6 mos
The Stuart-James Company, IncorporatedBroker
May 1987 - November 1990 · 3 yrs 6 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.