Robert Zoda is a CFP-designated registered investment advisor at Compass Financial Management LLC, based in Montgomery, TX, with 28 years of industry experience. Robert 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
Montgomery, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a general partner of BMD Mauldin, LTD, a family limited partnership focused on real estate investments. His responsibilities include property maintenance, acquisition, and disposal, taking a few hours per week.
Employment History
Current Registrations
Compass Financial Management LLC
Previous Registrations
Zoda Financial, LLC
Purshe Kaplan Sterling InvestmentsBroker
Sws Financial Services, INC.
Sws Financial Services, INC.Broker
Guaranty Brokerage Services, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Fidelity Brokerage Services, INC.Broker
Quest Capital Strategies, INC.Broker
First Investors CorporationBroker
State Registrations1 state
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.