Compass Ion Advisors provides investment management and financial planning services designed as an integrated experience for individuals, families, and institutions. Compass Ion Advisors builds diversified, long-term portfolios tailored to each client's specific goals, risk tolerance, and values. The firm operates with a team-driven approach, combining portfolio management with continuous financial planning that covers retirement, tax strategies, and general financial guidance. Compass Ion Advisors manages accounts on both a discretionary basis, where the firm makes trades without prior consultation, and a non-discretionary basis, where clients approve trades beforehand. In addition to serving individual and family clients, Compass Ion Advisors consults for retirement plan sponsors and can collaborate with independent sub-advisors. The firm emphasizes a fiduciary commitment to act in the best interest of clients at all times.
Fee Structure
Compass Ion Advisors charges an annual fee based on a percentage of the value of your portfolio for combined investment management and ongoing financial planning. This fee is calculated and paid quarterly in advance.