Assets Under Management
$519.0M
Number of Clients
1,350
Number of Advisors
34
Average Client AUM
$384K
AUM per Advisor
$15.3M
Compensation
Fee-Only (AUM)
Compass Financial Management LLC provides discretionary investment advisory services to individuals, high net worth individuals, and other entities. They allocate assets among various securities, mutual funds, and ETFs. They also offer retirement plan consulting services to plan sponsors.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable.
2422 W. Sunset Drive, Tampa, FL, 33629