Compass Capital Investments provides investment management through a wrap fee program and financial planning services. Financial planning includes a review of wills, estate plans, trusts, insurance, accounting, and asset allocation. Compass Capital also offers pension consulting services and holds educational seminars. Investment strategies are tailored to client goals, and clients can impose restrictions on investments.
Assets Under Management$15M
Clients138
Advisors3
Avg. per Client$110K
Avg. per Advisor$4.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Annual fee may be negotiable based on several factors. Individual accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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