Compass Group Investments Solutions LLC, operating as Vinci Compass, provides discretionary and non-discretionary investment advisory services, an alternative asset investment program, and consolidated portfolio reporting to individuals, private investment vehicles, family offices, and trusts. The firm helps clients preserve capital and achieve growth by customizing asset allocations across equities, fixed income, commodities, real estate, and alternative investments. Vinci Compass tailors strategies to individual goals and risk tolerances, utilizing macroeconomic analysis and third-party research alongside internal due diligence.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The firm charges a maximum annual fee of 2.0% of assets under management, billed quarterly in arrears. Fees are negotiable and can be waived or modified for certain clients.