Compass Financial Group (CFG) provides investment advice and portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other businesses. CFG works with clients to understand their financial situation, goals, and risk tolerance, then proposes an investment approach. CFG manages client accounts, reviews them regularly, and rebalances them as needed. CFG also offers referrals to third-party money managers. Fees are negotiable.
Assets Under Management$1.2B
Clients2,675
Advisors7
Avg. per Client$460K
Avg. per Advisor$180M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may be lower than 1.5% based on various factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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