Madeleine Hubbard is a registered investment advisor at Compass Financial Advisory Services, LLC, based in Ormond Beach, FL. Madeleine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,031 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Financial Advisory Services charges a percentage of your portfolio each quarter. The brochure states that fees will generally not exceed 1% of assets under management unless the scope, complexity, amount of time or expertise required warrant a higher fee.
Location
880 Airport Road, Suite 112A, Ormond Beach, FL, 32174
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Compass Financial Advisory Services, LLC
State Registrations1 state
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