Cammack Byers is a registered investment advisor at Compass Capital Management INC, based in Minneapolis, MN. Cammack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 443 clients with $2.6B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Bond management accounts are charged half of the regular fee schedule. Fees are negotiable, and a minimum fee may apply to accounts under $1,000,000. Clients established through Boulder Asset Management prior to July 1, 2025, are subject to a flat annual rate of 0.50% and a $25,000 minimum annual fee.
Fee Estimator
Location
706 Second Avenue South, Suite 400, Minneapolis, MN, 55402
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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 →Employment History
Current Registrations
Compass Capital Management INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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