Facts and Insights
Compass Financial, LLC is a highly reputable financial services company that has been providing expert financial advice to clients for over 20 years. With a team of experienced and knowledgeable advisors, Compass Financial has helped numerous clients achieve their financial goals and secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
Compass Financial offers a wide range of financial services to cater to the diverse needs of its clients. Some of the key services include financial planning, investment management, retirement planning, tax planning, and estate planning.
Client Types
Compass Financial caters to a variety of clients including high net worth individuals, families, business owners, and professionals. The company has the expertise to work with clients from all walks of life and provide customized solutions to meet their unique financial needs.
Fees & Compensation
Compass Financial operates on a fee-only basis, which means that the company does not earn commissions or sell products. This ensures unbiased and objective advice to clients, without any conflict of interest. The fees charged by Compass Financial are based on a percentage of assets under management, ensuring that the company’s success is directly tied to its clients’ success.
Background
Compass Financial was founded in 2001 by a group of experienced financial advisors with a shared vision of providing top-notch financial services to clients. The company prides itself on its team of highly qualified advisors who have a wealth of experience and knowledge in the financial industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, Compass Financial adheres to strict compliance and disclosure requirements set by regulatory bodies. The company provides full transparency to its clients regarding fees, services offered, and any potential conflicts of interest. Clients can have peace of mind knowing that their interests are always the top priority for Compass Financial.
How does the advisor help clients – Key Takeaways
Compass Financial helps clients by providing expert financial advice and services that are tailored to their specific needs. With a team of experienced advisors, the company focuses on long-term planning and building strong relationships with its clients. Transparency, trust, and objectivity are at the core of Compass Financial’s approach, ensuring that clients receive the best possible financial solutions to achieve their goals and secure their financial future.