RK
RK

Rachel Krube

1 Year of Experience
Minneapolis, MN

Rachel Krube is a registered investment advisor at Compass Capital Management INC, based in Minneapolis, MN, with 1 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 440 clients with $2.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
440 clients
Average Client Portfolio
$5.8M average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10.0M - $20.0M0.50%
$20M+0.50%

Advisory fees are negotiable. Bond management accounts are charged half of the regular fee schedule. Clients who established accounts through Boulder Asset Management prior to July 1, 2025, are subject to a 0.50% annual advisory fee with a $25,000 minimum.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

706 Second Avenue South, Suite 400, Minneapolis, MN, 55402

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Compass Capital Management INC
March 2024 - Present · 2 yrs 1 mo
State Registrations1 state
MN
Advisor

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.

Exams
No exam information available for this advisor.