Compass Advisors offers financial planning to individuals, focusing on risk management, tax planning, retirement planning, investments, and estate planning. However, the firm's main focus is managing investment portfolios, primarily using individual stocks and exchange-traded funds. Compass Advisors tailors its advice to each client's financial goals, situation, time horizon, risk tolerance, and tax exposure.
Fee Structure
New clients pay an initial fee for a comprehensive financial plan. If the client and Compass Advisors then decide to enter into an ongoing relationship, the client pays a retainer fee quarterly. The initial fee is a dollar amount equal to 0.5% - 1% of the value of the client’s portfolio. This dollar amount is then adjusted quarterly to reflect changes in the price of gold.