Compass Financial Group manages investment portfolios and provides personalized financial planning services for individuals, high-net-worth clients, businesses, and trusts. The registered investment advisor offers multiple planning programs ranging from basic cash flow planning to comprehensive strategies covering retirement, tax efficiency, insurance, estate planning, and charitable giving. Compass Financial Group structures its services to help clients align their investments with long-term goals while coordinating with other professionals like attorneys and accountants. Clients can choose ongoing investment management paired with financial planning or project-based planning engagements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable and payable quarterly in arrears. Minimum quarterly fees apply depending on the service program (e.g., $250 for Financial Blueprint, $500 for Signature Service).