Financial Compass provides personalized financial planning and investment management. Advice covers financial objectives, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. Compass is a fee-only practice and does not sell commissioned products. Clients make the final investment decisions, though Compass may place trades with a limited power of attorney.
Assets Under Management$66M
Clients39
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$66M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.30% |
In no case shall annual fees drop below 0.5%. These schedules are used as a guideline only; all fees are subject to negotiation at the sole discretion of Compass.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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