Full Compass Investment Advisors provides comprehensive investment management and personalized financial advice for individuals, families, trusts, retirement plans, and charitable organizations. Founded in 2012 and led by Randall S. Huyser, who has over 40 years of Wall Street experience as a research analyst and portfolio manager, the firm creates diversified portfolios of equities, fixed income, and cash equivalents. Portfolios are tailored to each client's return objectives, time horizon, liquidity needs, and risk tolerance, and can be managed on either a discretionary or non-discretionary basis. The firm emphasizes four basic investment strategies ranging from conservative income generation to aggressive growth, utilizing fundamental, quantitative, and qualitative research.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is 1.0% annually of the market value of assets. The firm may manage accounts on a pro bono basis or at reduced fees under certain circumstances.