Compass Capital Management provides investment management services to institutional and individual investors. They offer both discretionary and non-discretionary investment management using various strategies. Their services are tailored to each client's needs and objectives, as outlined in a written agreement. Boulder Asset Management operates as a division of Compass.
Assets Under Management$2.5B
Clients440
Advisors14
Avg. per Client$5.8M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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% |
Advisory fees are negotiable. Bond management accounts are charged half of the regular fee schedule. Clients who established accounts through Boulder Asset Management prior to July 1, 2025, are subject to a 0.50% annual advisory fee with a $25,000 minimum.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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