Compton Wealth provides investment management services on a discretionary or non-discretionary basis, primarily managing accounts directly or recommending third-party investment managers. They also offer financial planning and consulting services, including retirement, education, and insurance planning, either as part of investment management or as a separate service. Compton Wealth may recommend unaffiliated alternative investments and private investment funds. They also provide employer-sponsored retirement plan consulting services and family office services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fee schedule applies to accounts held at Charles Schwab. Annual investment advisory fee for account(s) held at American Funds and annuities held at Nationwide will be charged 0.80%. American Funds 529 Plan accounts will be charged 0.50%. Corporate cash accounts follow a separate tiered fee schedule.