Compass Coaching and Consulting offers investment management services through unaffiliated third-party managers. Compass helps clients choose appropriate models or strategies based on their individual circumstances. Compass also offers financial planning and consulting services on a standalone basis, either for specific topics or broad-based planning. Compass serves as the client's primary point of contact for all services.
Fee Structure
Compass Coaching and Consulting provides investment management services through third-party managers. The third-party manager generally charges between 1.00% and 2.20% of the value of your portfolio annually, and Compass receives a portion of that fee, generally ranging from 0.50% to 1.70%. Compass may also enter into fixed fee arrangements with clients for these services. The specific fee arrangement will be detailed in your investment management agreement.