Assets Under Management
$3.0B
Number of Clients
2,352
Number of Advisors
75
Average Client AUM
$1.3M
AUM per Advisor
$40.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Compound Planning provides investment advisory services to financial intermediaries and clients, including investment management, financial planning, and institutional advisory services. They offer discretionary and non-discretionary portfolio management, retirement planning, and consulting services, utilizing various investment strategies and analysis methods.
115 Broadway, 5th Floor, New York, NY, 10006