Richard Stark is a CFA-designated registered investment advisor at Compass Capital Management INC, based in Englewood, CO, with 26 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 440 clients with $2.5B 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% |
Advisory fees are negotiable. Bond management accounts are charged half of the regular fee schedule. Clients who established accounts through Boulder Asset Management prior to July 1, 2025, are subject to a 0.50% annual advisory fee with a $25,000 minimum.
Fee Estimator
Location
9785 Maroon Circle, Suite 130, Englewood, CO, 80112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Compass Capital Management INC
Previous Registrations
Boulder Asset Management
Boulder Asset Management
State Registrations1 state
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