Compass Wealth Management offers financial planning in conjunction with portfolio management services. They work with clients to develop a financial outline and investment plan based on their financial circumstances, goals, and risk tolerance. Compass manages investment portfolios on a discretionary basis, meaning they can make trades without prior consultation. They primarily invest in mutual funds and exchange-traded funds (ETFs).
Assets Under Management$270M
Clients169
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 may negotiate special fee arrangements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
