Joseph William Dise

Compass Financial Management LLC

32 Years of Experience

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Firm Information

Compass Financial Management LLC

Compensation

Fee-Only (AUM)

Number of Advisors

34 advisors

Number of Clients

1,350 clients

Average Client Portfolio

$384K average

Assets Under Management

$519.0M

Fee Structure

Minimum Investment:$250K

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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$1,200

Financial Plan Fee:$1,200

Hourly Rate:$300 - $500/hr

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.

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Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Advisor Information

Office location

2422 W. Sunset Drive, Tampa, FL, 33629

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Regulatory History (3)

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