Charles Kelley is a registered investment advisor at Compass Capital Management INC, based in Minneapolis, MN, with 21 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 440 clients with $2.5B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Advisory fees are negotiable. Bond management accounts are charged half of the regular fee schedule. Clients who established accounts through Boulder Asset Management prior to July 1, 2025, are subject to a 0.50% annual advisory fee with a $25,000 minimum.
Fee Estimator
Location
400 Baker Building, Minneapolis, MN, 55402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Compass Capital Management INC
State Registrations2 states
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