Michael Simpson is a registered investment advisor at Compass Financial Advisors LLC, based in Fort Wayne, IN, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 751 clients with $260M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Location
9933 Dupont Circle Drive West, Suite 100, Fort Wayne, IN, 46825
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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 →Other Business Activities
Michael operates under the DBA Compass Financial Advisors. He also provides CPA services, including preparing tax returns and financial statements, at Dulin, Ward & Dewald CPA, dedicating nearly full-time hours to this role. Additionally, Michael is a board member for Vincent Village and Summit Equestrian, spending minimal time on these volunteer positions.
Employment History
Current Registrations
Compass Financial Advisors LLC
Previous Registrations
Harbour Investments, INC.Broker
Securities America, INC.Broker
Fintegra, LLCBroker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Mutual Service CorporationBroker
Vestax Securities Corporation
Vestax Securities 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.