Compo Advisors works with clients to create financial plans based on their needs and retirement goals. They determine a client's risk tolerance and ability to save, then build a portfolio with allocations to stocks, bonds, and cash using low-cost investments like index funds and ETFs. Investments are made at Compo Advisors' discretion, but clients can opt out of certain investments. Compo Advisors also provides financial planning and consulting services.
Assets Under Management$23M
Clients18
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$1.5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Fees are negotiable with each client based on a variety of factors.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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