Louis Conrad is a CFA-designated registered investment advisor at Compass Wealth Management, LLC, based in Ayer, MA, with 21 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 66 clients with $98M 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are normally not negotiable. Some legacy clients have different fee schedules.
Fee Estimator
Location
Ayer, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Compass Wealth Management, LLC
Previous Registrations
Bickling Financial Services, INC.
Compass Wealth Management, LLC
State Registrations2 states
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