Compass Private Wealth Consulting offers investment advice and financial planning services tailored to each client's objectives. They provide ongoing investment management, buying and selling securities without prior consent, and financial planning services including budgeting, debt management, estate planning, retirement planning, and investment planning. Clients are encouraged to review their plans regularly.
Assets Under Management$18M
Clients35
Advisors1
Avg. per Client$520K
Avg. per Advisor$18M
Fee Structure
Compass Private Wealth Consulting's investment advisory fees are based on a percentage of the value of your account, charged quarterly in advance.
The annual fee schedule is as follows:
- Under $500,000: 1.00% to 1.75%
- $500,001 to $1,000,000: 0.80% to 1.50%
- $1,000,001 to $2,500,000: 0.70% to 1.25%
- $2,500,000 to $5,000,000: 0.60% to 1.00%
- Above $5 million: Negotiable
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