Compass Financial, LLC provides asset management services to individuals and pension consulting to qualified retirement plan sponsors. For asset management, Compass determines investment goals, time horizons, and risk tolerance to create tailored investment strategies. Clients can choose non-discretionary management, where Compass seeks approval for each transaction. Compass also evaluates and makes recommendations for qualified retirement plans.
Assets Under Management$15M
Clients53
Advisors1
Avg. per Client$280K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee of 0.80% on pension plans.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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