Compass Financial Group provides investment advice tailored to individual client needs and objectives. They offer discretionary portfolio management services, requiring clients to grant authority to manage their accounts. They may also offer non-discretionary services. The firm also offers financial planning services, ranging from broad-based to single-subject planning, based on client financial circumstances and goals. They may recommend third-party money managers.
Fee Structure
Compass Financial Group's annual fee for managing your investments ranges from 0.75% to 1.00% of the market value of your assets. The specific fee depends on the size of your portfolio, the complexity of the services, and the level of administration requested. The fee is billed monthly, based on the balance at the end of the billing period. The advisory fee is negotiable.