Pegler Swift is a ChFC-designated registered investment advisor at Compass Investments LLC, based in Pittsburgh, PA, with 18 years of industry experience. Pegler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 172 clients with $85M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Investments charges an annual fee based on the value of your portfolio. The fee typically ranges from 0.50% to 1.35%, but may be negotiable based on factors like account size and complexity. Fees are deducted directly from your account each quarter. You'll be responsible for transaction fees charged by the custodian.
Location
2681 Sidney Street, Suite 150, Pittsburgh, PA, 15203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Compass Investments LLC
State Registrations1 state
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