Compak Asset Management offers ongoing investment management tailored to individual client needs. Financial planning services are included at no additional cost for investment advisory clients. Compak uses various investment strategies and considers different types of securities, including mutual funds, stocks, bonds, and ETFs. Compak also offers financial planning services on a stand-alone basis.
Assets Under Management$1.3B
Clients1,069
Advisors16
Avg. per Client$1.2M
Avg. per Advisor$79M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable. Clients referred through Fidelity Wealth Advisor Solutions pay a quarterly rate of 0.25% on all assets below $2,500,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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