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How does the advisor help clients – Key Takeaways:
COMPASS ADVISORS LLC is a respected financial advisory firm that provides comprehensive financial services to a diverse range of clients. Through their extensive experience and expertise, they offer tailored solutions to help clients achieve their financial goals.
Facts and Insights
The following table provides an overview of key facts and insights about COMPASS ADVISORS LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
COMPASS ADVISORS LLC offers a comprehensive range of financial services to their clients. These services include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Education planning
- Insurance services
Client Types
The firm caters to a diverse client base, including individuals, families, and businesses. They have the expertise to work with clients from various backgrounds and financial situations, providing tailored solutions to meet their unique needs.
Fees & Compensation
COMPASS ADVISORS LLC operates on a fee-only basis, meaning they do not earn commissions or sell products. This ensures that their recommendations are always in the best interest of their clients. Their fees are based on a percentage of assets under management and are competitive within the industry.
Background
COMPASS ADVISORS LLC was founded 15 years ago by a team of experienced financial advisors who wanted to provide objective and personalized financial guidance to clients. The team has a combined experience of over 50 years in the industry and is committed to continuously expanding their knowledge and expertise to better serve their clients.
Financial Advisor Disclosures to Know
COMPASS ADVISORS LLC strives to maintain transparency and open communication with their clients. As such, they have no disciplinary actions or incidents reported on their Form ADV, the document that registered investment advisors are required to file with the Securities and Exchange Commission.