Compass Financial Management offers investment advisory services where they manage your investments based on your goals and financial situation. They primarily invest in stocks, bonds, mutual funds, and exchange-traded funds. Compass also provides retirement plan consulting services, assisting plan sponsors with selecting and monitoring investment options for their retirement plans. They may also offer consulting on non-investment matters like estate planning and insurance, but they don't act as attorneys or insurance agents.
Assets Under Management$520M
Clients1,350
Advisors40
Avg. per Client$380K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
40 Advisors at this firm
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