Wealth Compass Financial (WCF) offers portfolio management services tailored to individual client goals, objectives, and risk tolerance. WCF creates an Investment Policy Statement for each client. Financial planning is included as a standard part of portfolio management at no additional fee. WCF generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, and non-U.S. securities.
Assets Under Management$110M
Clients226
Advisors2
Avg. per Client$470K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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