Compass Financial Services offers investment advice through a wrap program and provides financial planning, retirement planning, estate planning, and tax planning. Compass manages investments using a diversified approach, tailoring portfolios to individual client needs. They also offer financial planning services, including net worth analysis, cash flow statements, and retirement goal planning.
Assets Under Management$410M
Clients1,105
Advisors6
Avg. per Client$370K
Avg. per Advisor$68M
Fee Structure
Investment management only (planning not offered)
Compass Financial Services manages investments through a wrap fee program, which includes investment advisory services and custodial transaction costs in a single fee. The specific fees for the wrap program are detailed in a separate wrap brochure. Compass may also provide investment advice for employer-sponsored retirement plans and 529 plans.
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