COMPASS PRIVATE WEALTH GROUP LLC
For over 20 years, COMPASS PRIVATE WEALTH GROUP LLC has been providing exceptional financial services to their diverse range of clients. Their team of experienced advisors takes a client-focused approach to help individuals and businesses achieve their financial goals and plan for a secure future.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and wealth management solutions
- Advises on insurance, retirement planning, investment strategies, and more
- Works closely with clients to understand their unique needs and goals
- Provides ongoing support and guidance to help clients navigate their financial journey
Facts and Insights:
COMPASS PRIVATE WEALTH GROUP LLC has successfully managed over $500 million in assets for clients across the United States. They have built a reputation for their expertise and commitment to helping individuals and businesses achieve long-term financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20+ years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
- Education planning
- Corporate services
Client Types:
COMPASS PRIVATE WEALTH GROUP LLC serves a diverse range of clients, including:
- High-net-worth individuals
- Retirees
- Business owners
- Families
- Professionals
- Non-profit organizations
Fees & Compensation:
COMPASS PRIVATE WEALTH GROUP LLC operates as a fee-only advisor, meaning they do not earn commissions from recommending certain products or services. Instead, they charge a percentage of assets under management or an hourly fee for their services. This fee structure ensures that their interests are aligned with their clients and eliminates any potential conflicts of interest.
Background:
The team at COMPASS PRIVATE WEALTH GROUP LLC has a diverse background in finance, accounting, and business. They also hold various industry certifications, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Analyst® (CFA®), and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know:
COMPASS PRIVATE WEALTH GROUP LLC is committed to transparency and follows the guidelines set by the Securities and Exchange Commission (SEC). They are legally obligated to disclose any conflicts of interest, fees, and potential risks to their clients.
It is important to note that financial advisors may have different types of relationships with their clients. Some advisors are considered “fiduciaries,” meaning they are legally required to act in their clients’ best interests. Others may have a “suitability” standard, meaning they are only required to provide suitable recommendations, even if it may not be the best option for the client.
COMPASS PRIVATE WEALTH GROUP LLC operates as a fiduciary, meaning they are ethically and legally bound to act in their clients’ best interests at all times. This ensures that clients can trust their advice and recommendations without worrying about any potential conflicts of interest.
Overall, COMPASS PRIVATE WEALTH GROUP LLC provides comprehensive and personalized financial services to help individuals and businesses achieve their financial goals and secure their future. With their expertise and commitment to their clients’ success, they have earned a stellar reputation in the industry and continue to be a trusted partner for all their clients’ financial needs.