Compass Capital Investments Llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,911,967
Total clients
105
16% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
35
Average account size
$151,543
Client services
Fee options
$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.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Compass Capital Investments Llc
10 W. Main St.
Fincastle VA 24090, United States
Number of offices
1
Forms ADV
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