Compass Financial Advisors is an independent registered investment advisor established in 2003 and located in West Chester, Pennsylvania. Compass Financial Advisors offers continuous investment management services through separately managed accounts tailored to individual risk tolerances and financial goals, including growth, balanced, conservative, and international strategies. Compass Financial Advisors gathers personal financial data to design custom asset allocations utilizing stocks, bonds, mutual funds, exchange-traded funds, and options. Clients can choose between discretionary management—where Compass Financial Advisors makes investment decisions on their behalf—or nondiscretionary management. Compass Financial Advisors primarily serves individuals, including high-net-worth clients, as well as institutional clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Fees are negotiable and billed quarterly in arrears. Multiple accounts for the same client are aggregated for fee calculation.