Jesse Dove is a registered investment advisor at Compass Financial Management LLC, based in Ladson, SC, with 24 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,350 clients with $520M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
40 advisors
Number of Clients
1,350 clients
Average Client Portfolio
$384K average
Assets Under Management
$519.0M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Ladson, SC
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Regulatory History (2)
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Regulatory
December 2014Final
Customer Dispute
July 2014Settled
Employment History
Current Registrations
Compass Financial Management LLC
April 2023 - Present · 3 yrs
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.