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 Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 1,318 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Capital Corporation charges for investment management based on a percentage of the value of your portfolio. All fees are negotiable between Compass Capital Corporation and the client based on the relationship, needs, and circumstances. Fees are billed quarterly in arrears and are usually deducted directly from your account by the custodian.
Location
72 Beale Street, Quincy, MA, 02170
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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
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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