Compass charges an annual fee based on a percentage of assets under management. For equity and balanced portfolios, the fee is 1.25% on the first $1,000,000, decreasing to 0.50% for amounts over $10,000,000. Fees are generally payable quarterly, in advance, and are debited directly from client accounts. Fee adjustments are made the following quarter for inflows or outflows of at least $30,000. Compass may negotiate special fee arrangements. There is a minimum of $500,000 per household to open an advisory account, but this may be waived at Compass's discretion.