Michael Dogum
Michael Dogum is a CFA-designated registered investment advisor at Compass Ion Advisors, LLC, based in Devon, PA, with 17 years of industry experience. Michael 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 1,204 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Ion Advisors charges an annual fee based on a percentage of the value of your portfolio for combined investment management and ongoing financial planning. This fee is calculated and paid quarterly in advance.
Location
Devon, PA
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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 ActivitiesSells Insurance
Michael is a licensed insurance agent at a multi-line insurance brokerage since 2009, selling and servicing insurance products including life, disability, and long-term care insurance. This requires minimal time.
Employment History
Current Registrations
Compass Ion Advisors, LLC
Previous Registrations
Hornor, Townsend & Kent, INC.
Pillar Wealth Advisors, LLC
Hornor, Townsend & Kent, INC.Broker
Hornor, Townsend & Kent, INC.
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
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
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