North Compass Financial Advisors offers investment advisory services tailored to each client's needs. They determine your investment goals and allocate assets accordingly, primarily using mutual funds. They also provide ongoing monitoring and review of your account. While they don't actively market financial planning, estate planning, or insurance planning, they may offer limited consultation on these topics if you specifically request it. North Compass also provides pension consulting services to retirement plans.
Assets Under Management$93M
Clients193
Advisors2
Avg. per Client$480K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $200K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.75% |
Fees are negotiable and may vary between 0.75% and 1.25% based on various factors. Ameritas variable annuity accounts are generally subject to an annual fee of 0.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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