Compass Financial Advisors provides investment advice and manages investment portfolios for individuals and institutions. Compass works with clients to develop a personalized profile based on their financial goals, risk tolerance, and other factors. Compass offers several model portfolios, including growth, balanced, and conservative options. Compass can also create customized portfolios. Compass manages accounts on a discretionary basis, making investment decisions without prior client consultation, unless the client elects for non-discretionary management.
Assets Under Management$18M
Clients44
Advisors1
Avg. per Client$410K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Fees are negotiable. Fee adjustments are only made if accounts are added or closed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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