Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fee Estimator
Investment advisory fees are negotiable and generally range between 1.00% and 1.95% of the market value of assets. Hourly advisory fees range from $300 to $500 per hour. Retirement plan consulting fees are 0.75% of plan assets or a minimum of $1200 annually, charged quarterly. Compass generally requires a minimum asset level of $250,000 and/or a minimum annual investment advisory fee of $1,200 to provide investment advisory services.
Areas of Practice
Advisor Information
Office location
1719 Angel Pkwy Ste 400-215, Allen, TX, 75002
Get directionsRegulatory History (1)
Regulatory
November 2014Other Business ActivitiesSells Insurance
Frederick is an owner/partner in Oxford Advisors Corp d/b/a Mowrey Capital Management, a Texas RIA. He is also an agent with Agents Insurance Sales & Service Inc., dedicating a few hours per week to marketing and sales of traditional life insurance, long-term care, and fixed annuities.