Compass Financial Management LLC
Assets Under Management
$519.0M
Number of Clients
1,350
Number of Advisors
34
Average Client AUM
$384K
AUM per Advisor
$15.3M
Compensation
Fee-Only (AUM)
About This Firm
Compass Financial Management LLC provides discretionary investment advisory services based on a percentage of assets managed. They also offer retirement plan consulting services. Compass allocates client investment assets among various individual equity, debt, and fixed income securities, mutual funds, and/or exchange traded funds (ETFs) on a discretionary basis. They may also provide consulting services regarding non-investment related matters.
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
Location
2422 W. Sunset Drive, Tampa, FL, 33629