About Compass Investments LLC
Compass Investments LLC is a financial advisory firm with a team of experienced professionals dedicated to providing comprehensive and personalized financial solutions to their clients. Founded in 2005, the firm has established a strong reputation for its expertise in the field of investment management, financial planning, and wealth management.
With a focus on building long-term relationships, Compass Investments LLC takes a client-centric approach, understanding the unique needs and goals of each individual. They pride themselves on their ability to act as a financial expert without stating it, providing unbiased advice and guidance to their clients.
How does the advisor help clients – Key Takeaways:
- Comprehensive and personalized financial solutions.
- Client-centric approach.
- Experienced and knowledgeable team.
- Unbiased advice and guidance.
Facts and Insights:
Compass Investments LLC has more than 15 years of experience in the financial services industry, serving both individual and institutional clients. Their team of advisors has a wide range of expertise and is committed to staying updated with the latest trends and changes in the market to provide the best possible guidance to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
- Investment management
- Financial planning
- Wealth management
- Estate planning
- Tax planning and preparation
- Retirement planning
- Education planning
Client Types:
Compass Investments LLC works with a wide range of clients, including individuals, families, high-net-worth individuals, and institutional clients. Their team of advisors has the expertise to cater to the unique needs and goals of each type of client.
Fees & Compensation:
Compass Investments LLC charges a percentage of assets under management as their fees, with the rate varying depending on the size of the account. They do not receive any form of commissions, ensuring that their recommendations are unbiased and in the best interest of their clients.
Background:
The team at Compass Investments LLC has a strong educational background and years of experience in the financial services industry. They hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA), among others.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Compass Investments LLC has a fiduciary duty to act in the best interest of their clients. They have a clean disciplinary record, with no legal or regulatory actions taken against them.