Kompass Advisors offers ongoing investment management where they make investment decisions for you, and non-management investment advisory services where they make recommendations but you decide whether to implement them. They also provide project-based and ongoing financial planning services covering areas like education, retirement, estate, and tax planning. Services are tailored to each client's needs.
Assets Under Management$110M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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