Jeannie Matza is a registered investment advisor at Compass Investment Advisers, LLC, based in Portland, OR, with 11 years of industry experience. Jeannie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 72 clients with $110M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.25% |
Fees may be negotiable. The firm may combine related accounts for billing purposes.
Fee Estimator
Location
4475 SW Scholls Ferry Rd, Suite 270, Portland, OR, 97225-1958
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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 →Employment History
Current Registrations
Compass Investment Advisers, LLC
Previous Registrations
Directional Financial Services
Empirical Wealth Management
Empirical Wealth Management, LLC
State Registrations2 states
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.