Compound Global Advisors provides investment advice to institutional investors and high net worth individuals, focusing on global listed equity markets. Their approach is long-term, typically 6-12 months or more. They also offer investment consultation to other registered investment advisors regarding portfolio construction and asset allocation. Exact services are tailored to each client's needs.
Assets Under Management$810M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$810M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$100,000
Compound Global Advisors negotiates fees with each client, offering both flat fees and asset-based fees. The fee structure may also include a performance fee component. Fees are generally subject to a minimum of $100,000 annually, but this may be waived or reduced. Fees are generally payable monthly.
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