Compass Financial Group offers investment management services and financial planning. Financial planning includes cash flow planning, tax efficiency planning, retirement planning, insurance planning, and estate planning. Compass Financial Group also helps clients establish relationships with other professionals, such as attorneys, accountants, and insurance agents.
Assets Under Management$150M
Clients158
Advisors2
Avg. per Client$940K
Avg. per Advisor$74M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 1.00% |
The maximum annual advisory fee will not exceed 2.0%. Fees are negotiable. There is a minimum quarterly fee of $250 for Financial Blueprint clients and $500 for Signature Service clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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