Compass Capital Corporation is an investment management firm that provides personalized financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Founded in 1984, the firm operates as a fee-only advisor, meaning it does not receive commissions for selling stocks, bonds, mutual funds, or other financial products. Compass Capital Corporation builds tailored relationships by documenting client goals, creating investment policy statements, and constructing portfolios using exchange-traded funds, mutual funds, individual equities, fixed income, and cash equivalents aligned with each client's objectives, risk tolerance, time horizon, and tax considerations. In addition to ongoing portfolio management, Compass Capital Corporation offers limited, standalone financial planning covering areas such as retirement accumulation and decumulation, cash flow, education funding, and insurance reviews, billed on an hourly basis. The firm emphasizes a collaborative approach, coordinating with clients and their other professionals like accountants and attorneys to ensure holistic wealth management.
Fee Structure
Compass Capital Corporation charges for investment management based on a percentage of the value of your portfolio. All fees are negotiable between Compass Capital Corporation and the client based on the relationship, needs, and circumstances. Fees are billed quarterly in arrears and are usually deducted directly from your account by the custodian.