Compass Rose Strategic Partners provides financial planning and investment management services to individuals, trusts, pension and profit sharing plans, and corporations. They help clients develop financial strategies for wealth preservation, growing investments, and planning for the future. Compass Rose also recommends and assists clients in selecting advisory programs of other investment advisors.
Assets Under Management$87M
Clients153
Advisors4
Avg. per Client$570K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.10% |
| $3M+ | 1.00% |
Fees may be negotiable in some instances. Clients also pay fees to third-party managers, with the total program fee not exceeding 3.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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