Jay Shein is a CFP-designated registered investment advisor at Compass Financial Group, INC., based in Deerfield Beach, FL, with 33 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 122 clients with $410M 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.65% |
| $6.0M - $9.0M | 0.55% |
| $9M+ | 0.35% |
For accounts less than $300,000, the fee will be between 1.25% and 1.75%, determined on a case-by-case basis.
Fee Estimator
Location
665 S.E. 10th Street, Suite 202, Deerfield Beach, FL, 33441
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 →Other Business Activities
Jay is an author of books and publications for CCH, a Wolters Kluwer business, and receives royalties. This activity is not investment-related.
Employment History
Current Registrations
Compass Financial Group, INC.
Previous Registrations
Mutual Service Corporation
State Registrations2 states
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