Compass Advisors provides investment advice and financial planning services. They work with individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Compass Advisors creates customized investment strategies using mutual funds, exchange-traded funds, individual stocks, and bonds. They also offer financial planning services covering investment planning, retirement planning, education savings, and insurance needs. Compass Advisors acts as a fiduciary, legally required to act in your best interest.
Fee Structure
Compass Advisors manages investments for a fee based on the value of your portfolio. The annual fee can be up to 2.00% of the portfolio value, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees are negotiable.