Money Compass Advisors provides investment management by recommending unaffiliated registered investment advisors to manage client portfolios. They also offer financial planning services, including creating financial plans and ongoing financial planning for a monthly fee. Money Compass Advisors also offers advice on assets held away from their primary custodian.
Assets Under Management$7.5M
Clients11
Advisors1
Avg. per Client$680K
Avg. per Advisor$7.5M
www.alignable.com/sonoma-ca/money-compass-advis... ·www.linkedin.com/in/thomas-tobias-b029608 ·www.moneycompassadvisors.com
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
The annual fee is negotiable based upon certain criteria. Clients who engage Money Compass Advisors to manage assets held away will be charged 0.25% for the Pontera platform fee and Money Compass Advisors' management fee of 0.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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