Compass Financial Advisory Services, LLC offers financial planning and investment advice to individuals and high-net-worth individuals, focusing on retirement planning. They tailor investment strategies to each client's needs, emphasizing income and growth. The firm manages assets on a discretionary or non-discretionary basis, primarily using mutual funds and ETFs. Compass Financial Advisory Services also provides educational services to retirement plan participants.
Assets Under Management$530M
Clients1,031
Advisors7
Avg. per Client$510K
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management
Compass Financial Advisory Services charges a percentage of your portfolio each quarter. The brochure states that fees will generally not exceed 1% of assets under management unless the scope, complexity, amount of time or expertise required warrant a higher fee.
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