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
2100 Constitution Blvd., Ste. 113, Sarasota, FL, 34231
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John is a CPA, tax preparer, and owner of John Daniels CPA since 2006. He spends about a quarter of his time on this activity, primarily during March and April, meeting with clients to discuss taxes.