Compound Planning, INC.
Assets Under Management
$3.0B
Number of Clients
2,352
Number of Advisors
75
Average Client AUM
$1.3M
AUM per Advisor
$40.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Compound Planning, Inc. provides investment advisory services to financial intermediaries and individuals, including TAMP, investment management (discretionary and non-discretionary), and financial planning. They offer model portfolios, direct indexing solutions, and access to alternative investments. They also provide back-office support and software licensing to other financial intermediaries.
Fee Structure
Fees are determined based on the selected advisory service and are outlined in the client agreement. Clients should consult with their IAR and the applicable Agreement and Fee Schedules for additional information regarding each service.
Areas of Practice
Location
115 Broadway, 5th Floor, New York, NY, 10006