Compass Wealth Management offers investment advisory services including stocks, bonds, and exchange-traded funds. They work with clients to develop an investment policy statement that outlines their assets, goals, and desired asset allocation. Compass Wealth Management also offers standalone financial planning services, which may include cash flow analysis, investment analysis, retirement income analysis, insurance review, tax review, and estate plan review.
Assets Under Management$680M
Clients375
Advisors5
Avg. per Client$1.8M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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