COMPASS Wealth Management, LLC is a registered investment advisor based in Massachusetts, offering wealth management services to individuals, families, and institutions. Founded in 2000, COMPASS takes a fee-only approach, meaning they are compensated solely through direct fees and do not accept commissions or referral fees. For individuals and families, the firm provides ongoing wealth management that combines personalized financial planning—covering retirement, education funding, tax strategies, and estate planning—with customized investment strategies. Investment portfolios primarily utilize low-cost mutual funds, exchange-traded funds, and individual securities. COMPASS also offers institutional investment management, institutional consulting, and retirement plan services for plan sponsors. The firm emphasizes strategic asset allocation, fundamental analysis, and long-term client relationships to help clients meet their financial goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are normally not negotiable. Subject to a $10,000 minimum annual fee for newer clients. Different minimums and fee schedules apply to clients who joined prior to March 29, 2020, or March 20, 2009.