Cedrick West is a registered investment advisor at Blue Compass Wealth Management, LLC, based in Brandon, FL, with 3 years of industry experience. Cedrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 3 clients with $320K 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 $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee Estimator
Location
1115 Professional Park Dr, Brandon, FL, 33511
Get directionsHistory
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
Cedrick is a co-owner of CS West & Associates, PA, a certified public accounting firm, since 2014. This activity is not investment-related.
Employment History
Current Registrations
Blue Compass Wealth Management, LLC
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.