Compass Wealth Management LLC
Assets Under Management
$609.5M
Number of Clients
342
Number of Advisors
5
Avg. Portfolio per Client
$1.8M
Avg. Managed per Advisor
$121.9M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Compass Wealth Management offers investment management and financial planning services. They work with individuals, corporations, and pension plans, creating investment policy statements tailored to each client's goals and assets. They invest in various securities, including stocks, bonds, and exchange-traded funds. The firm also offers standalone financial planning services.
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
All fees are negotiable and there are no minimum fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness Owners
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Location
10 Water Street, Guilford, CT, 06437