Comprehensive Planning Associates, Ltd. (COMPASS) offers financial planning and investment management services. COMPASS also sells annuities and insurance products for commissions and provides tax planning services for a fee. COMPASS provides an evaluation of each client's initial situation and periodic reviews. Other professionals are engaged directly by the client on an as-needed basis.
Assets Under Management$48M
Clients54
Advisors3
Avg. per Client$880K
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.95% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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