Compass Financial Services offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. Compass Financial Services creates customized investment portfolios using exchange-traded funds, buffered ETFs, and mutual funds. They also offer financial planning services covering areas like retirement, education savings, and insurance needs. Compass Financial Services may recommend unaffiliated investment managers or platforms.
Assets Under Management$25M
Clients61
Advisors1
Avg. per Client$410K
Avg. per Advisor$25M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Fees may be negotiable. If independent managers are used, the total blended fee will not exceed 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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