Compass Rose Financial Planning & Investment Management offers financial planning and asset allocation/portfolio monitoring services tailored to individual needs. They do not offer these services separately, but as a comprehensive service. Financial planning covers goal development, insurance, tax, estate, college, and retirement planning. After completing a financial plan, they work with clients to determine suitable model portfolios and risk levels. They offer non-discretionary services, meaning no changes are made without client consultation.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.65% |
Fees are negotiable for accounts over $3,000,000. This fee schedule applies to new clients only. Legacy clients are subject to the fee schedule specified in their advisory agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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