How does the advisor help clients – Key Takeaways:
COMPASS ADVISORY PARTNERS LLC is a leading financial advisory firm that provides expert guidance and services to help clients achieve their financial goals. With a team of experienced professionals and a wealth of resources, the firm is dedicated to delivering personalized solutions that meet the unique needs of each client.
Facts and Insights
Here are some key facts and insights about COMPASS ADVISORY PARTNERS LLC:
- Assets Under Management: $500 million (as of 2020)
- Number of Advisors: 10
- Time in Business: 15 years
Financial Services Offered
COMPASS ADVISORY PARTNERS LLC offers a wide range of financial services to help clients build and manage their wealth. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types
The firm caters to a diverse range of clients, including:
- High-net-worth individuals
- Families
- Small business owners
- Corporate executives
- Non-profit organizations
Fees & Compensation
COMPASS ADVISORY PARTNERS LLC is a fee-based advisory firm, which means it charges a percentage of assets under management as its fee. This ensures that the firm’s interests are aligned with those of its clients, as the more the clients’ assets grow, the more the firm earns.
Background
The founders of COMPASS ADVISORY PARTNERS LLC have decades of experience in the financial industry, and their expertise has been recognized by various publications and organizations. The firm has a strong track record of delivering excellent results for its clients and has built a reputation for its integrity and professionalism.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it’s important to know about their background and any relevant disclosures. Here are some disclosures to know about COMPASS ADVISORY PARTNERS LLC:
- The firm is a registered investment advisor with the Securities and Exchange Commission (SEC)
- The firm has no legal or disciplinary events on its record
- The firm has a fiduciary duty to act in the best interest of its clients