Compass Advisors offers customized investment management and financial planning services for individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Compass Advisors builds portfolios primarily using low-cost, diversified mutual funds and exchange-traded funds, while also utilizing individual stocks, bonds, or options when appropriate. The firm's approach is focused on long-term goals, taking into account each client's specific financial situation, risk tolerance, and objectives. In addition to managing investment portfolios, Compass Advisors provides comprehensive financial planning and consulting covering retirement, education savings, insurance needs, and personal savings. The firm also offers retirement plan advisory services to business plan sponsors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range up to 2.00% annually based on asset size, portfolio complexity, and overall relationship. Fees are negotiable at the firm's discretion.