Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
169 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$267.8M
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Compass negotiates special fee arrangements where deemed appropriate and will household a client's accounts to determine fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Robert Anthony Amato
Location
3340 Peachtree Rd., Suite 620, Atlanta, GA, 30326
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Compass Wealth Management, LLC
March 2011 - Present · 14 yrs 11 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - March 2011 · 1 yr 9 mos
Citigroup Global Markets INC.
September 2006 - June 2009 · 2 yrs 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2003 - August 2006 · 3 yrs 7 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.
Contact
Robert Anthony Amato