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Richard Parower

Advisor at Compo Advisors, LLC

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Compo Advisors, LLC logo

Firm

Compo Advisors, LLC

Location

New Canaan, CT

Credentials

CFA®

Industry experience

7 years

About

Richard Parower is a CFA® charterholder and the sole advisor at Compo Advisors, LLC, with seven years of industry experience. He previously worked at Voya Investment Management for four years before founding Compo Advisors in 2018. Compo Advisors provides discretionary investment management and financial planning services to individual investors, high-net-worth clients, trusts, and estates. The firm employs a retirement-focused, long-term investment approach centered on low-cost index funds, ETFs, and mutual funds, using fundamental and technical analysis to determine asset allocations, with discretionary portfolio management that may include options and foreign-currency hedges.

Client services

Based on Compo Advisors, LLC

Financial planning Portfolio management

Expertise

Based on Compo Advisors, LLC

Active portfolio management Options & derivatives strategies

Fee options

Percentage

0.60% annually

Project-based

$150 per hour for financial planning services for clients with less than $500,000 AUM, minimum 3 hours.

Other

Account minimum: $1,500,000

Location

New Canaan, CT

Most active in

Connecticut · New York · Texas

Work history

Compo Advisors, LLC

2018 - Present (8 years)

Voya Investment Management

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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