Troy Knowlan is a registered investment advisor at Compass Capital Corporation, based in Winthrop, ME, with 25 years of industry experience. Troy 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
Winthrop, ME
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Troy is the controller of O'Connor GMC, Inc., an auto dealership, since 1981, responsible for accounting and finance. This non-investment related activity takes nearly full-time hours.
Employment History
Current Registrations
Compass Capital Corporation
State Registrations1 state
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