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Omar Mian

Compass Capital Corporation
20 Years of Experience
Braintree, MA
Sells Insurance
View SEC Summary
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Omar Mian is a registered investment advisor at Compass Capital Corporation, based in Braintree, MA, with 20 years of industry experience. Omar 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.

Compass Capital Corporation
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,318 clients
Average Client Portfolio
$528K average
Assets Under Management
$695.5M

Fee Structure

Investment management only (planning not offered)

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.

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Location

50 Braintree Hill Office Park, Suite 105, Braintree, MA, 02184-8734

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History

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.

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Other Business ActivitiesSells Insurance

Omar is a registered investment advisor representative with Compass Capital Corporation, dedicating about half his time to this role. He also receives ongoing 12b-1 trail payments from insurance firms and occasionally takes on life insurance cases through his affiliation with The Moody Street Group, LLC.

Employment History
Current Registrations
Compass Capital Corporation
August 2005 - Present · 21 yrs 2 mos
State Registrations1 state
MA
Advisor

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.

Exams
No exam information available for this advisor.
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