Compass Investment Advisers is a registered investment advisor that provides tailored investment advice and financial planning services. Compass offers portfolio management services, where they manage client investment accounts based on their financial circumstances, investment objectives, and needs. They also offer financial planning services, which can be engaged on a stand-alone basis or in conjunction with portfolio management. Compass does not receive compensation for recommending third-party professionals.
Assets Under Management$110M
Clients72
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.25% |
Fees may be negotiable. The firm may combine related accounts for billing purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...