Advisor at COMPASS Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Louis Conrad is a CFA® charterholder with 21 years of experience in the financial industry. He has been with COMPASS Wealth Management, LLC since 2007 and previously worked at Bickling Financial Services, Inc. in 2021. COMPASS Wealth Management, LLC provides fee-only wealth management, investment management, and consulting services to individuals, families, and institutional clients such as small businesses, non-profits, and retirement-plan sponsors. The firm’s investment approach focuses on strategic asset allocation using no-load mutual funds, ETFs, and separate accounts, with an emphasis on institutional services including pension consulting and fiduciary advisory.
Based on COMPASS Wealth Management, LLC
Based on COMPASS Wealth Management, LLC
Fixed fees for consulting services may be charged upon agreement with client
$0 - $1,000,000: 1.00% of assets annually $1,000,000 - $3,000,000: 0.75% of assets annually $3,000,000 - $5,000,000: 0.50% of assets annually $5,000,000+: 0.30% of assets annually
$400 per hour for consulting services, normally subject to $3,000 minimum
Account minimum: $10,000 minimum annual fee Minimum fee: $10,000 minimum annual fee for Wealth Management Solutions and Institutional Investment Management; $5,000 minimum annual fee for Institutional Investment Consulting and Fiduciary Advisory Service Fee-only: Fee-only provider; no commissions accepted
Ayer, MA
Massachusetts · New Hampshire
Bickling Financial Services, Inc.
2021 - 2021 (1 year)
COMPASS Wealth Management, LLC
2007 - Present (19 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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