Robert Moody is a CFA, CFP-designated registered investment advisor at Compass Advisors LLC, based in Big Canoe, GA, with 14 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 8 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
New clients pay an initial fee for a comprehensive financial plan. If the client and Compass Advisors then decide to enter into an ongoing relationship, the client pays a retainer fee quarterly. The initial fee is a dollar amount equal to 0.5% - 1% of the value of the client’s portfolio. This dollar amount is then adjusted quarterly to reflect changes in the price of gold.
Location
Big Canoe, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Compass Advisors LLC
State Registrations1 state
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