Compass Financial Advisors is an investment advisory firm offering a range of services including asset allocation, portfolio supervision, fundamental financial planning, and retirement plan consulting. Compass Financial Advisors helps clients with long-term investment strategies, retirement income planning, wealth accumulation, and cash flow analysis. The firm creates personalized financial plans and can manage portfolios on either a discretionary or non-discretionary basis. Compass Financial Advisors works with individuals, high-net-worth clients, families, and business retirement plans, utilizing a buy-and-hold philosophy combined with tactical and strategic asset allocation.
Assets Under Management$280M
Clients659
Advisors7
Avg. per Client$430K
Avg. per Advisor$40M
www.linkedin.com/company/compass-financial-advi... ·www.compassadvisor.com ·www.facebook.com/cfafortwayne
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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