Compound Planning, Inc. is a registered investment advisor providing direct investment management, financial planning, and technology platform services for individuals, families, and businesses. Founded in 2012 and headquartered in New York, the firm manages billions in assets. Compound Planning uses risk-based model portfolios, direct indexing, and specialized strategies to align with clients' long-term financial goals. In addition to portfolio management, the firm offers comprehensive financial planning covering retirement, estate analysis, and family office support. Compound Planning also operates a turnkey asset management program providing infrastructure and investment models for outside advisors, along with institutional advisory services for retirement plans and corporate pensions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees vary by strategy type: 0.25% ($60 minimum) for the TAMP platform, 0.15% for in-house models, 0% to 2.00% for third-party models, 0.05% for intermediary as manager, and 0.35% for alternative strategies. Total advisory fees will not exceed a maximum cap of 2.00% of assets under management. Fees are negotiable.