Jonathan Speltz is a registered investment advisor at Financial Compass Corporation, based in Eden Prairie, MN. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 61 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Compass offers investment management services for a fee based on a percentage of the assets they manage. The annual fee schedule is as follows:
- $250,000-$499,999: 1.75%
- $500,000-$749,999: 1.50%
- $750,000-$999,999: 1.25%
- $1,000,000-$1,999,999: 1.15%
- $2,000,000-$4,999,999: 1.05%
- $5,000,000+: 0.95%
Under some circumstances, Financial Compass may charge up to 2.20% annually. Fees are calculated based on the average daily balance of the account and are billed monthly in arrears. The firm may combine account values of family members to determine the applicable fee.
Location
7510 Market Place Drive, Eden Prairie, MN, 55344
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Financial Compass Corporation
State Registrations1 state
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