Assets Under Management
$264.7M
Number of Clients
751
Number of Advisors
7
Average Client AUM
$352K
AUM per Advisor
$37.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Compass Financial Advisors provides investment management and financial planning services. They evaluate client objectives and circumstances, educate clients about investments, and recommend advisory services. Services include financial planning, asset allocation, portfolio supervision, and retirement plan advisory services. They may recommend third-party managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.65% |
Fees may be negotiated.
9933 Dupont Circle Drive West, Suite 100, Fort Wayne, IN, 46825