Ronald Devries is a registered investment advisor at Compass Retirement Group LLC, based in St. Louis, MO, with 5 years of industry experience. Ronald 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 766 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Retirement Group offers investment management services where clients are billed an all-in fee that includes CRS's investment advisory fee, Orion Portfolio Solutions' platform fee, model manager fees (if applicable), and ETF strategist fees (if applicable). The CRS investment management fee ranges from 0.65% to 1.50% annually. Orion Platform Solution fees range from 0.20% to 1.00%. Fees are calculated as a percentage of assets under management based on the average daily balance and deducted monthly in arrears. CRS may negotiate alternative fees on a client-by-client basis.
Location
10326 Old Olive Street Road, St. Louis, MO, 63141
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Compass Retirement Group LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
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