Compound Planning provides investment advice to financial intermediaries and offers financial planning and consulting services to individuals and institutions. Compound's services include turnkey asset management, investment management, financial planning, and institutional advisory services. Compound may recommend other professionals, but clients are responsible for engaging them directly.
Fee Structure
Compound Planning offers investment management services, but the fees are not directly charged to individual investors. Instead, Compound provides these services to financial intermediaries, who then charge their own fees to their clients. Compound also offers a Turnkey Asset Management Program (TAMP) with fees ranging from 0.25% to 2.00% of assets under management, depending on the services selected by the financial intermediary.