Elisea Frishberg
Elisea Frishberg is a registered investment advisor at Compass Financial Management LLC, based in Hialeah, FL, with 16 years of industry experience. Elisea 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
Hialeah, FL
Get directionsHistory
Regulatory History (4)
Regulatory
May 2025Regulatory
August 2018Judgment / Lien
October 2015Judgment / Lien
March 2012Other Business ActivitiesSells Insurance
Elisea is an independent insurance agent selling life, health, property, and casualty insurance, dedicating about 10-20% of her time to this activity. She is also a managing member of Financial Media LLC and co-manager of Investment Rentals LLC, spending minimal time and about 10-20% of her time, respectively.
Employment History
Current Registrations
Compass Financial Management LLC
Previous Registrations
Elisea Frishberg Advisory Group, L.L.C.
Elisea Frishberg Advisory Group, L.L.C.
Crocker, White & Frishberg Advisory Group
Elisea Frishberg Advisory Group, L.L.C.
Barrington Financial Advisors INC
Jefferson Pilot Securities CorporationBroker
State Registrations2 states
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.