Compton Advisors provides financial planning services on an ongoing basis, covering a family's financial decisions, including asset allocation, liquidity needs, budgeting, debt reduction, insurance review, tax planning, and estate strategies. Compton Advisors also offers money management services for clients with a minimum of $2 million in assets. Additionally, they provide project-specific financial analysis.
Assets Under Management$5.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:$2M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.50% |
| $10M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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