JB
JB
Jeffrey Burgess is a registered investment advisor at Compass Financial Management LLC, based in Richmond, VA, with 27 years of industry experience. Jeffrey 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
3900 Wetserre Pkwy Suite 300, Richmond, VA, 23233
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2014Denied
Employment History
Current Registrations
Compass Financial Management LLC
January 2026 - Present · 3 mos
Previous Registrations
Burgess Wealth Advisory
January 2015 - January 2026 · 11 yrs
Ameriprise Financial Services, INC.
September 1998 - January 2015 · 16 yrs 4 mos
State Registrations1 state
VA
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.