Compass Capital Management offers financial planning and investment management services. Financial planning helps clients set long-term financial goals through investments, tax planning, and retirement planning. Asset management involves continuous supervision of client accounts and making trades when necessary. Compass Capital Management uses fundamental and technical analysis to make investment decisions. They specialize in retirement distribution planning.
Assets Under Management$120M
Clients231
Advisors3
Avg. per Client$520K
Avg. per Advisor$40M
www.retirementplanningexperts.org ·www.retirementplanningexperts.net ·www.retirementplanningexperts.info
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $700K | 1.50% |
| $700K - $1.0M | 1.25% |
| $1.0M - $25.0M | 1.00% |
| $25M+ | 0.80% |
Account fees are negotiable and subject to discounts on an account-by-account basis. There is a $250 minimum annual program fee per account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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