Advisor at Compass Capital Investments 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.
Firm
Compass Capital Investments Llc
Location
Fincastle, VA 24090
Credentials
Series 65
Industry experience
7 years
$1 - $1,000,000: 1.5% annually $1,000,001 - $3,000,000: 1.25% annually $3,000,001 - $5,000,000: 1.0% annually Over $5,000,001+: 0.75% annually
$250 per hour for financial planning fee refund calculations.
Fee-only: Financial planning fees based on net worth: 0.5% capped at $5,000 (for $0-$1,000,000), 0.375% ($5,000 floor, capped at $10,000) for $1,000,001-$4,000,000, 0.25% ($15,000 floor, capped at $25,000) for over $4,000,001. Pension consulting fixed fee of 1.5% of plan assets (negotiable). Financial plan fees billed 50% in advance, balance on delivery. Hourly fee $250/hour for refunds calculation.
Compass Capital Investments LLC
2018 - Present (8 years)
Virginia Barkett, Sole Proprietor
2016 - Present (10 years)
Barkett-Allen Capital, LLC
2006 - 2017 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Daleville, VA
Edward Jones
Series 66
Fincastle, VA
Edward Jones
CFP®, Series 66
Roanoke, VA
Edward Jones
Series 66
Roanoke, VA
Edward Jones
Series 65
Fincastle, VA
Compass Capital Investments Llc
Series 65
Fincastle, VA
Compass Capital Investments Llc
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