Compass Wealth Management, LLC
Assets Under Management
$267.8M
Number of Clients
169
Number of Advisors
2
Average Client AUM
$1.6M
AUM per Advisor
$133.9M
Compensation
Fee-Only (AUM)
About This Firm
Compass Wealth Management offers financial planning in conjunction with portfolio management services. They develop a Financial Profile and Investment Plan for each client, updated as needed. Compass manages client portfolios on a discretionary basis, implementing the Investment Plan. They utilize mutual funds and ETFs, and fixed income investments.
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Compass negotiates special fee arrangements where deemed appropriate and will household a client's accounts to determine fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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Location
115 Perimeter Center Pl, Suite 870, Atlanta, GA, 30346
