Compass Capital Corporation offers personalized financial planning and investment management services. As a fee-only firm, Compass Capital does not receive commissions for purchasing or selling securities. The firm provides investment supervisory services, investment advice through consultation, and personal financial planning on topics such as taxation and estate planning.
Assets Under Management$660M
Clients1,371
Advisors13
Avg. per Client$480K
Avg. per Advisor$51M
Fee Structure
Planning is included in investment management (also available separately)
Compass Capital Corporation's investment management fees are based on a percentage of the value of your portfolio. The exact percentage is negotiable and depends on your specific situation, needs, and the relationship with your advisor. The fee can be adjusted by mutual agreement between you and Compass Capital.
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