Omar Mian
Omar Mian is a registered investment advisor at Compass Capital Corporation, based in Braintree, MA, with 20 years of industry experience. Omar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,371 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Capital Corporation's investment management fees are based on a percentage of the value of your portfolio. The exact percentage is negotiable and depends on your specific situation, needs, and the relationship with your advisor. The fee can be adjusted by mutual agreement between you and Compass Capital.
Location
50 Braintree Hill Office Park, Suite 105, Braintree, MA, 02184-8734
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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 ActivitiesSells Insurance
Omar is a registered investment advisor representative with Compass Capital Corporation, dedicating about half his time to this role. He also receives ongoing 12b-1 trail payments from insurance firms and occasionally takes on life insurance cases through his affiliation with The Moody Street Group, LLC.
Employment History
Current Registrations
Compass Capital Corporation
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.