Philip Boncaldo is a registered investment advisor at Compass Capital Corporation, based in Quincy, MA, with 25 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,371 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Capital Corporation's investment management fees are based on a percentage of the value of your portfolio. The exact percentage is negotiable and depends on your specific situation, needs, and the relationship with your advisor. The fee can be adjusted by mutual agreement between you and Compass Capital.
Location
72 Beale Street, Quincy, MA, 02170
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Philip is involved with several realty trusts, including J.R. Realty Trust, B&D Property Mgt. Co, Rodi Realty Trust, and 12-22 Linden St. Revocable Trust, investing in residential apartment buildings for family investment. He dedicates minimal time to these activities, as they are performed gratis.
Employment History
Current Registrations
Compass Capital Corporation
State Registrations1 state
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