Compendium Wealth Advisors is a registered investment advisory firm offering financial planning and recommendations for third-party investment management. They review your financial situation and create a written plan to help you achieve your goals. They also provide ongoing advice and track your progress. Compendium recommends third-party investment managers to manage your portfolio, considering factors like performance, fees, and your individual needs. They have a co-advisory relationship with SEI Investments.
Fee Structure
Compendium Wealth Advisors offers an all-inclusive fixed fee for planning and advisory services, which includes ongoing discretionary management of your investments. The annual fee starts at $14,400. The compensation is based on the complexity of your financial situation and the time required to provide ongoing service and advice. Fees may be negotiable.