Assets Under Management
$457.7M
Number of Clients
144
Number of Advisors
2
Average Client AUM
$3.2M
AUM per Advisor
$228.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Compass provides advice based on client's specific investment objectives, strategies, restrictions, and risk profiles. Services include discretionary and non-discretionary advisory, and consolidated portfolio reporting. They manage the portfolio, asset allocation, manager selection, and risk, following client guidelines.
1441 Brickell Avenue, Suite 1430, Miami, FL, 33131