Blue Compass Wealth Management (BCWM) offers investment advice and manages portfolios for individuals, trusts, estates, and other organizations. BCWM works with CPS Investment Advisors as its money manager. BCWM also provides financial planning services on topics like income tax, cash flow, estate planning, and education planning, at no additional charge when providing investment supervisory services. Seminars and workshops are also offered to educate people on financial independence.
Assets Under Management$320K
Clients3
Advisors1
Avg. per Client$110K
Avg. per Advisor$320K
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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