Compass Capital Management is a registered investment advisor based in Minneapolis, Minnesota, with a history dating back to 1988. The firm provides discretionary and non-discretionary investment management services to a wide range of clients, including individuals, corporations, pension plans, foundations, and other investment advisors. Compass Capital Management builds tailored portfolios utilizing individual common stocks, intermediate-term bonds, and external funds such as exchange-traded funds and mutual funds. The investment approach focuses on fundamental research, identifying long-term economic and social trends, and maintaining disciplined valuation criteria. Portfolios are customized based on each client's specific needs and objectives through a separate investment policy statement. The firm does not participate in wrap fee programs and operates independently, recommending third-party custodians such as Charles Schwab & Co. for holding client assets.
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.