Compass Retirement provides financial planning and portfolio management services. Financial planning includes advice on cash flow, budgeting, college funding, and retirement planning. Portfolio management involves developing an investment policy, building and monitoring portfolios, rebalancing, and tax-loss harvesting. Services are customized for each client. They also offer investment consultation services for retirement plan sponsors and plan participant education.
Assets Under Management$95M
Clients74
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$95M
Fee Structure
Minimum Investment:$1.5M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $3.5M | 0.65% |
| $3.5M+ | 0.55% |
Fees may be discounted for associates, their family members, as well as pre-existing client relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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