John Bubello is a CFP-designated registered investment advisor at Compass Retirement, LLC, based in Old Saybrook, CT, with 20 years of industry experience. John 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 74 clients with $95M 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 $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $3.5M | 0.65% |
| $3.5M+ | 0.55% |
Fees may be discounted for associates, their family members, as well as pre-existing client relationships.
Fee Estimator
Location
Old Saybrook, CT
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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 →Other Business Activities
John is a managing member and landlord of 2 & 4 Nod Place, LLC, an income-producing real estate property, since March 2021. This activity takes minimal time each month and is not investment-related.
Employment History
Current Registrations
Compass Retirement, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
UBS Financial Services INC.
State Registrations3 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.