Compound Wealth Advisors offers investment management services on both a discretionary and non-discretionary basis. They also provide financial planning services, including retirement strategy, risk management, tax reduction, and estate preservation. A quick financial plan is free for prospective clients, while a comprehensive plan ranges from $2,500 to $3,500. If the prospective client becomes an asset management client, the planning fee can be credited against asset management fees.
Assets Under Management$11M
Clients10
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$11M
www.compoundwealthadvisors.com ·www.linkedin.com/in/stuartschiffman ·www.facebook.com/profile.php?id=100091884472498
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.95% |
| $2.0M - $2.5M | 0.90% |
| $2.5M - $3.0M | 0.85% |
| $3.0M - $3.5M | 0.80% |
| $3.5M - $4.0M | 0.75% |
| $4.0M - $4.5M | 0.70% |
| $4.5M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees are negotiable for clients with assets under management greater than $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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