Compass Retirement Group (CRS) offers investment management and financial planning services. CRS uses model managers and platform providers like Orion Portfolio Solutions to manage client assets. Financial planning is included with investment management, covering areas like estate, tax, charitable giving, and wealth transfer. CRS also offers consulting services on a limited basis for specific topics like estate planning or real estate. CRS has a wrap fee program where brokerage commissions are absorbed by the firm.
Fee Structure
Compass Retirement Group offers investment management services where clients are billed an all-in fee that includes CRS's investment advisory fee, Orion Portfolio Solutions' platform fee, model manager fees (if applicable), and ETF strategist fees (if applicable). The CRS investment management fee ranges from 0.65% to 1.50% annually. Orion Platform Solution fees range from 0.20% to 1.00%. Fees are calculated as a percentage of assets under management based on the average daily balance and deducted monthly in arrears. CRS may negotiate alternative fees on a client-by-client basis.