Compass Financial Group (CFG) provides investment advice and financial planning to individuals, retirement plans, trusts, estates, and businesses. CFG offers portfolio management, creating tailored portfolios with stocks, bonds, mutual funds, and other investments. CFG also provides financial planning services covering investments, retirement, estate, personal finances, taxes, insurance, and education. Family office services are also available, overseeing various financial issues for clients.
Assets Under Management$410M
Clients122
Advisors3
Avg. per Client$3.3M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.65% |
| $6.0M - $9.0M | 0.55% |
| $9M+ | 0.35% |
For accounts less than $300,000, the fee will be between 1.25% and 1.75%, determined on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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