Compass Wealth Planning provides personalized investment management and financial planning services to individuals and high-net-worth clients. Compass Wealth Planning helps clients design and implement customized investment strategies using modern portfolio theory and fundamental analysis. In addition to managing investment portfolios, Compass Wealth Planning offers comprehensive financial planning covering retirement strategies, cash flow analysis, tax considerations, risk management, and estate preservation. The firm operates as a registered investment advisor with offices in Pleasant Hill, California, and is owned and operated by Certified Financial Planner Justin Ward.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee.