Compass Wealth Advisors offers investment advisory services tailored to each client's needs. They allocate investments among mutual funds, ETFs, REITs, and individual securities based on the client's risk tolerance and goals. Clients are responsible for notifying Compass Wealth Advisors of any changes to their financial situation or investment objectives. Compass Wealth Advisors does not participate in wrap-fee programs.
Assets Under Management$33M
Clients165
Advisors1
Avg. per Client$200K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$875
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Adviser Fees may be negotiable, based on the discretion of the firm principal.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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