Jaylon Dukes is a registered investment advisor at Compass Financial Group, based in San Antonio, TX. Jaylon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 310 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Financial Group's annual fee for managing your investments ranges from 0.75% to 1.00% of the market value of your assets. The specific fee depends on the size of your portfolio, the complexity of the services, and the level of administration requested. The fee is billed monthly, based on the balance at the end of the billing period. The advisory fee is negotiable.
Location
16414 San Pedro Avenue, Suite 520, San Antonio, TX, 78232
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Compass Financial Group
State Registrations1 state
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