Compass Financial Advisors, LLC
Assets Under Management
$18.2M
Number of Clients
44
Number of Advisors
1
Average Client AUM
$414K
AUM per Advisor
$18.2M
Compensation
Fee-Only (AUM)
About This Firm
Compass Financial Advisors, LLC offers advisory services to individuals and institutions. They tailor services to individual needs, gathering financial data to develop personalized profiles. They offer separately managed accounts with various strategies (Growth, Balanced, Conservative, International) and customized portfolio management using various securities.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Fees for asset management are negotiable. The maximum annual fees for separately managed accounts are 1.4% on the first $500,000, 1.2% on assets between $500,000 and $1,000,000, and 1.0% on assets over $1,000,000. Fees are charged quarterly in arrears, based on the portfolio value at the end of the quarter. The firm generally requires a minimum of $100,000 to obtain asset management services, but this may be waived under certain circumstances.
Areas of Practice
Location
PA, United States