Compak Asset Management is a registered investment advisor headquartered in Newport Beach, California, with an additional office in Scottsdale, Arizona. Founded in 1999 and owned by Moeez Ansari and Feroz Ansari, Compak manages investment portfolios and provides personalized financial planning services for individuals, families, trusts, and retirement plans. The firm builds customized portfolios using mutual funds, exchange-traded funds, individual stocks, bonds, structured notes, and alternative investments, alongside tactical asset allocation strategies. Compak also utilizes third-party sub-advisers for specialized strategies like direct indexing. Clients signing up for investment management receive a twelve-month satisfaction guarantee allowing a full refund of management and maintenance fees if dissatisfied. Compak requires clients to use Fidelity Investments as their primary account custodian.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.38% |
| $1.0M - $2.5M | 0.25% |
| $2.5M - $5.0M | 0.19% |
| $5M+ | 0.15% |
Fees are negotiable at the firm's discretion. Clients in the Fidelity Wealth Advisor Solutions program pay a quarterly rate of 0.25% on assets below $2,500,000. An account maintenance fee of $45 per quarter also applies to accounts valued over $10,000.