Compass Private Wealth Group provides wealth management services, including investment management and financial planning, to individuals, high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. CPW creates customized investment portfolios using ETFs, stocks, and mutual funds. CPW also offers financial planning services covering investment planning, retirement planning, education savings, and insurance needs. CPW may receive referrals from an online investor matching program.
Fee Structure
Compass Private Wealth Group's wealth management fees are based on the value of your portfolio and are charged monthly. The annual fee ranges from 0.50% to 2.00% on a tiered schedule or a fixed annual rate. The specific fee depends on the complexity of your situation and the amount of assets managed. Fees may be negotiable.