Assets Under Management
$1.3B
Number of Clients
1,069
Number of Advisors
14
Average Client AUM
$1.2M
AUM per Advisor
$89.9M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Compak Asset Management offers asset management services tailored to individual client needs. Financial planning services are included for investment advisory clients. The firm manages assets on both discretionary and non-discretionary bases, primarily investing in mutual funds, ETFs, and individual securities.
| Assets Under Management | 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, and all clients do not pay the same fee rates.
1801 Dove Street, Newport Beach, CA, 92660