Louis Conrad is a CFA-designated registered investment advisor at Compass Wealth Management, LLC, based in Ayer, MA, with 22 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 66 clients with $98M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are normally not negotiable. Subject to a $10,000 minimum annual fee for newer clients. Different minimums and fee schedules apply to clients who joined prior to March 29, 2020, or March 20, 2009.
Fee Estimator
Location
Ayer, MA
Get directionsHistory
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 Wealth Management, LLC
Previous Registrations
Bickling Financial Services, INC.
Compass 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.
Exams
More Advisors
- Zakeriah Nabulsi, CFPEmpower Advisory Group, LLC