Mark Vitelli is a CFA-designated registered investment advisor at Compass Capital Management INC, based in Minneapolis, MN, with 14 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 443 clients with $2.6B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Bond management accounts are charged half of the regular fee schedule. Fees are negotiable, and a minimum fee may apply to accounts under $1,000,000. Clients established through Boulder Asset Management prior to July 1, 2025, are subject to a flat annual rate of 0.50% and a $25,000 minimum annual fee.
Fee Estimator
Location
706 Second Avenue South, Suite 400, Minneapolis, MN, 55402
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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
Mark is an adjunct instructor at the University of St. Thomas-Opus College of Business. This activity is not investment-related.
Employment History
Current Registrations
Compass Capital Management INC
Previous Registrations
Morgan Stanley Smith Barney LLC
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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