Firm Information

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 ManagementAnnual Fee
Up to $1.0M1.95%
$1.0M - $3.0M1.75%
$3.0M - $5.0M1.50%
$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.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information

Office location

Chicago, IL

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Compass Financial Management LLC
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Sentinus, LLC
March 2020 - March 2024 · 4 yrs
Halo Securities, LLCBroker
July 2017 - August 2023 · 6 yrs 1 mo
Ausdal Financial Partners, INC. Broker
November 2015 - February 2017 · 1 yr 3 mos
Cetera Advisors LLCBroker
August 2004 - November 2015 · 11 yrs 3 mos
Lincoln Financial Advisors CorporationBroker
September 1998 - September 2004 · 6 yrs
State Registrations2 states
FLIL
Advisor
Exams
No exam information available for this advisor.
Belinda Marie Lusk - Financial Advisor | AdvisorDiscover