Assets Under Management
$18.2M
Number of Clients
44
Number of Advisors
1
Average Client AUM
$414K
AUM per Advisor
$18.2M
Compensation
Fee-Only (AUM)
Compass Financial Advisors offers tailored advisory services, including separately managed accounts and customized portfolio management. They gather financial data to develop personalized profiles and asset allocations based on client goals, objectives, and risk tolerance. They manage accounts on a discretionary or non-discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Fee schedules are the maximum fees and are negotiable.
PA, United States