Compass Wealth Management, LLC
Assets Under Management
$267.8M
Number of Clients
169
Number of Advisors
2
Average Client AUM
$1.6M
AUM per Advisor
$133.9M
Compensation
Fee-Only (AUM)
About This Firm
Compass Wealth Management offers financial planning in conjunction with portfolio management, addressing cash flow, retirement, and insurance. They manage client portfolios on a discretionary basis, updating investment plans as needed. Clients can impose restrictions, but this may affect portfolio performance. The firm also conducts educational seminars and workshops.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Compass may negotiate special fee arrangements.
Fee Estimator
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.
Areas of Practice
Location
115 Perimeter Center Pl, Suite 870, Atlanta, GA, 30346
