About COMPASS PRIVATE WEALTH CONSULTING, LLC
COMPASS PRIVATE WEALTH CONSULTING, LLC is a boutique financial consulting firm with expertise in wealth management and investment strategies. The firm was founded in 2005 by a team of financial experts who have a combined experience of over 50 years in the industry. Though the firm is based in New York, it serves clients all over the United States.
How does the advisor help clients – Key Takeaways:
– Provides personalized financial planning services
– Offers customized investment strategies based on client’s goals and risk tolerance
– Regularly reviews and adjusts investment portfolios
– Offers a wide range of financial services to meet client’s needs
Facts and Insights
Based on publicly available information, here are some key facts and insights about COMPASS PRIVATE WEALTH CONSULTING, LLC:
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
COMPASS PRIVATE WEALTH CONSULTING, LLC offers a wide range of financial planning and investment services. These include:
– Wealth management
– Retirement planning
– Education planning
– Estate planning
– Tax planning
– Risk management
– Investment management
– Alternative investments
– Business planning
– Charitable giving
– Cash flow analysis
Client Types
The firm primarily serves high-net-worth individuals and families, as well as small business owners and executives. They also work with corporations, endowments, and foundations.
Fees & Compensation
COMPASS PRIVATE WEALTH CONSULTING, LLC charges its clients an asset-based fee, which is based on a percentage of the assets under management. This fee structure aligns the firm’s incentives with the client’s goals. The firm does not receive any commissions or other forms of compensation from third parties, ensuring that their advice is unbiased and in the best interest of the client.
Background
The advisors at COMPASS PRIVATE WEALTH CONSULTING, LLC are highly experienced and hold various professional certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Alternative Investment Analyst (CAIA). This expertise and knowledge help them provide clients with tailored and comprehensive financial solutions.
Financial Advisor Disclosures to Know
As a registered investment advisor, COMPASS PRIVATE WEALTH CONSULTING, LLC adheres to strict fiduciary standards, meaning they are legally obligated to act in the best interest of their clients. They have a clean record with no disciplinary actions or regulatory violations.
In conclusion, COMPASS PRIVATE WEALTH CONSULTING, LLC is a trustworthy and reputable firm that provides personalized and comprehensive financial services to help clients achieve their financial goals.