Paul Vermilya is a registered investment advisor at Compass Investment Advisers, LLC, based in Portland, OR, with 27 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 72 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.25% |
Fees may be negotiable. The firm may combine related accounts for billing purposes.
Fee Estimator
Location
4475 SW Scholls Ferry Rd, Suite 270, Portland, OR, 97225-1958
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Compass Investment Advisers, LLC
Previous Registrations
Coldstream Capital Management INC
Western Pacific Investment Advisers INC
State Registrations2 states
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