Erin Moseley
Erin Moseley is a registered investment advisor at Compass Capital Investments LLC, based in Fincastle, VA, with 4 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 138 clients with $15M 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 | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Annual fee may be negotiable based on several factors. Individual accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
10 W. Main St., Fincastle, VA, 24090
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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
Erin is the Chief Compliance Officer for C4T, LLC, managing paperwork, compliance, and filings, dedicating about 10-20% of her time. She also works as Director of Operations for Barkett Allen Capital, a financial planning firm handling insurances and non-investment related financial planning, spending about a quarter of her time.
Employment History
Current Registrations
Compass Capital Investments LLC
State Registrations5 states
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