Compound Family Offices offers customized family office services to ultra-high net worth individuals and families. These services include financial planning, investment advice, estate and tax planning, philanthropy, education, and coordination with other advisors. Compound manages investment portfolios and may select third-party investment managers. They also offer stand-alone planning services. Compound aims to help families coordinate their financial and non-financial capital.
Assets Under Management$480M
Clients138
Advisors5
Avg. per Client$3.5M
Avg. per Advisor$96M
Fee Structure
Minimum Investment:$10M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.85% |
| $20.0M - $30.0M | 0.70% |
| $30.0M - $80.0M | 0.50% |
| $80M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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