Full Compass Investment Advisors (FCIA) provides investment management services and personalized investment advice. FCIA manages accounts for individuals, families, trusts, retirement plans, and charitable organizations. FCIA invests client funds in diversified portfolios of equity, fixed income, and cash equivalent marketable securities. FCIA tailors each portfolio to the client’s return objectives, time horizon, liquidity needs, and risk tolerances.
Assets Under Management$890K
Clients4
Advisors1
Avg. per Client$220K
Avg. per Advisor$890K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be individually negotiated with clients based on factors including client size, asset composition, and complexity of management strategy. In certain circumstances, FCIA may manage accounts on a pro bono basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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