North Compass Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$93,238,522
Total clients
193
13% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
97
Average account size
$483,101
Client services
Fee options
Flat fees may be charged or fees waived at firm's discretion based on client criteria such as assets, negotiations, or complexity.
$0 - $200,000: 1.25% $200,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000+: 0.75%
Insurance products sold by licensed insurance agents affiliated with the firm earn commissions separate from advisory fees.
Account minimum: $100,000 Fee-only: Annual investment advisory fees between 0.75% and 1.25% based on assets under management; Retirement Plan Consulting fees between 0.25% and 0.75% of assets managed.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
North Compass Financial Advisors, LLC
21 Ne 5 Th Street, Suite 301
Grand Rapids MN 55744, United States
Number of offices
2
Forms ADV
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