COMPASS Wealth Management provides wealth management services to individuals and families, as well as investment management and consulting to institutions. For individuals and families, COMPASS helps clients define their financial goals and creates a customized investment strategy. They manage investments on a discretionary or non-discretionary basis, primarily using mutual funds and exchange-traded funds. For institutions, COMPASS offers discretionary investment management, investment consulting, and retirement plan advisory services.
Assets Under Management$98M
Clients66
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$98M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are normally not negotiable. Some legacy clients have different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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