Compass Ion Advisors offers financial planning and investment advisory services. Financial planning involves evaluating a client's financial situation and creating recommendations to achieve their goals. Investment advisory services include designing diversified portfolios based on client's risk profile and goals. Compass Ion also provides consulting services to retirement plan sponsors. They may use structured notes as part of their investment strategy. Compass Ion manages accounts on a discretionary or non-discretionary basis.
Fee Structure
Compass Ion prefers to provide both financial planning and investment advisory services together. The annual fee for investment advisory and ongoing financial planning ranges from 0.50% to 1.35% of your portfolio, paid quarterly in advance. There is a $2,000 minimum annual fee, billed as $500 per quarter. If the calculated fee is less than $500 in a quarter, you will be charged $500 for that quarter. A one-time fee of up to 1.0% is charged for any portion of your account invested in structured notes.