Compass Rose Advisors (CRA) manages investment portfolios for individuals, institutions, trusts, endowments, and pension plans. CRA invests primarily in publicly traded U.S. equity and fixed income securities. CRA tailors its services to the individual needs of clients by managing each account according to the asset allocation and sector restrictions chosen by the client within CRA’s strategy and investment approach.
Assets Under Management$22M
Clients5
Advisors1
Avg. per Client$4.4M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.60% |
Fees negotiable for accounts over $25 million. The annual fees for fixed income accounts may be lower.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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