David Morgan is a registered investment advisor at Compass Capital Corporation, based in Braintree, MA, with 17 years of industry experience. David 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
50 Braintree Hill Office Park, Suite 105, Braintree, MA, 02184-8734
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Compass Capital Corporation
State Registrations1 state
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Exams
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