Compass Financial Advisors offers investment management and financial planning services. They start by understanding your financial goals and educating you about investments. They offer financial plans, asset allocation, and portfolio supervision. Compass may recommend third-party investment managers. They also provide retirement plan advisory services to plan sponsors.
Assets Under Management$260M
Clients751
Advisors7
Avg. per Client$350K
Avg. per Advisor$38M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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