Compass Investments manages investments for a diverse range of clients, tailoring its approach to each client's individual situation, risk tolerance, needs, and investment goals. Compass generally manages accounts with the authority to make trades without asking first, but clients can place reasonable restrictions on their accounts. Compass does not offer a bundled fee program.
Assets Under Management$85M
Clients172
Advisors4
Avg. per Client$500K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Compass Investments charges an annual fee based on the value of your portfolio. The fee typically ranges from 0.50% to 1.35%, but may be negotiable based on factors like account size and complexity. Fees are deducted directly from your account each quarter. You'll be responsible for transaction fees charged by the custodian.
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